Filed October 18, 2004
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. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $418,255 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $232,347 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $126,132 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $32,437 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $17,762 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 5.55% | 8.76%-3.2pp | 3.48%+2.1pp | 8.76%-3.2pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $31,972-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |