Filed February 17, 2000
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 3-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 12 · EIN 04-3609848 | Participant communication; Copying an... | $2,913,852 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $335,275 |
NORTHERN TRUST COMPANY2 years Service code 10 · EIN 36-1561860 | Accounting | $201,455 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $149,756 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $114,265 |
BLOOMBERG FINANCE LP1 year Service code 49 · EIN 06-1818168 | Other Services | $24,610 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | 1.67% | 9.30%-7.6pp | 3.48%-1.8pp | 9.30%-7.6pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $31,972-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |