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 CONSULTING2 years Filed as: AON Service code 11 200 E RANDOLPH ST · CHICAGO, IL 60601 | Actuarial | $217,465 |
Filed as: FIDELITY Service code 15 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping | $27,551 |
HILL WARD HENDERSON2 years Service code 29 101 E KENNEDY BLVD · TAMPA, FL 33602 | Legal | $27,332 |
SIDLEY AUSTIN LLP1 year Service code 29 1 S DEARBORN ST · CHICAGO, IL 60603 | Legal | $8,094 |
Filed as: FIFTH THIRD BANK Service code 15 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Recordkeeping | $5,432 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | -0.53% | 8.12%-8.6pp | 8.06%-8.6pp | 13.05%-13.6pp |
| Employer contribution / active EE | $0 | $44,127-100.0% | $42,627-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |