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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,539,926 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 18 · EIN 46-3793325 | Custodial (other than securities); In... | $947,940 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $631,540 |
Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 18 · EIN 13-3200244 | Direct payment from the plan; Investm... | $350,383 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $240,316 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 18 · EIN 04-2755549 | Custodial (other than securities); Di... | $198,777 |
AON CONSULTING3 years Filed as: AON HEWITT INVT CONSULTING,INC Service code 17 · EIN 36-3109431 | Pension Consulting | $190,000 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $183,400 |
ALLSTATE INSURANCE COMPANY6+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $171,724 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $114,151 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 18.52% | 17.85%+0.7pp | 9.52%+9.0pp | 13.80%+4.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |