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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,377,647 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 18 · EIN 46-3793325 | Custodial (securities); Investment ma... | $641,773 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $480,490 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON, US LLC Service code 11 · EIN 53-0181291 | Actuarial | $313,059 |
ALLSTATE INSURANCE COMPANY5+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $295,113 |
OFI GLOBAL TRUST COMPANY3 years Service code 18 · EIN 36-6041989 | Investment management fees paid direc... | $219,656 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $210,000 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $208,901 |
AON CONSULTING2 years Filed as: AON HEWITT INVT CONSULTING,INC Service code 17 · EIN 36-3109431 | Pension Consulting | $188,642 |
ERNST & YOUNG LLP5+ years Service code 17 · EIN 34-6565596 | Pension Consulting | $54,441 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 41.87% | 18.43%+23.4pp | 14.64%+27.2pp | 24.48%+17.4pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |