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 LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,162,786 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $870,505 |
OFI GLOBAL TRUST COMPANY1 year Service code 18 · EIN 36-6041989 | Custodial (other than securities); Cu... | $588,480 |
ALLSTATE INSURANCE COMPANY3+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $298,717 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $232,544 |
AON CONSULTING1 year Filed as: AONHEWITT INVESTMENT CONSULTING,INC Service code 17 · EIN 36-3109431 | Pension Consulting | $195,916 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON TRUST CO. OF ILLINOIS Service code 21 · EIN 36-3800435 | Bank Trustee | $117,037 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $110,500 |
ERNST & YOUNG LLP3+ years Service code 17 · EIN 34-6565596 | Pension Consulting | $81,028 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 17 · EIN 13-2834414 | Pension Consulting | $17,354 |
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.
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 19.81% | 13.90%+5.9pp | 10.36%+9.4pp | 1057.21%-1037.4pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |