Filed March 22, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,923,006 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $971,146 |
ALLSTATE INSURANCE COMPANY2+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $239,119 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $196,349 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $193,024 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON TRUST CO. OF ILLINOIS Service code 21 · EIN 36-3800435 | Bank Trustee | $122,204 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $109,200 |
ERNST & YOUNG LLP2+ years Service code 17 · EIN 34-6565596 | Pension Consulting | $91,451 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $15,123 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 17 · EIN 34-1820650 | Pension Consulting | $12,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 7.87% | 7.64%+0.2pp | 4.74%+3.1pp | 10.64%-2.8pp |
| Employer contribution / active EE | $3,747 | $7,500-50.0% | $36,089-89.6% | $11,561-67.6% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |