Filed January 5, 2012
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 6-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 CONSULTING1 year Filed as: AON Service code 11 200 E RANDOLPH ST · CHICAGO, IL 60601 | Actuarial | $227,441 |
Filed as: PARKSIDE INVESTMENTS LLC Service code 28 570 LAKE COOK ROAD · DEERFIELD, IL 60015 | Investment Management | $57,115 |
HILL WARD HENDERSON1 year Service code 29 101 E KENNEDY BLVD · TAMPA, FL 33602 | Legal | $20,651 |
Filed as: FIFTH THIRD BANK Service code 15 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Recordkeeping | $7,516 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $318,230-100.0% | $306,246-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 3.48% | 37.66%-34.2pp | 35.14%-31.7pp | 24.42%-20.9pp |
| Employer contribution / active EE | $21,714 | $48,345-55.1% | $46,378-53.2% | $41,338-47.5% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |