Filed September 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN LLC5 years Service code 16 · EIN 94-2192581 | Consulting | $98,000 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $46,000 |
CENTERPOINT ENERGY2 years Service code 35 · EIN 74-0694415 | Employee (plan sponsor); Direct payme... | $40,000 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $37,000 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $28,000 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $23,000 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $22,000 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $9,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 9.00% | 9.82%-0.8pp | 2.33%+6.7pp | 9.82%-0.8pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $34,323-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $124-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |