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 5-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 | $187,616 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $90,423 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $58,800 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $57,774 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON TRUST CO. OF ILLINOIS Service code 21 · EIN 36-3800435 | Bank Trustee | $53,683 |
ALLSTATE INSURANCE COMPANY2+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $26,569 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $22,076 |
ERNST & YOUNG LLP2+ years Service code 17 · EIN 34-6565596 | Pension Consulting | $18,817 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $12,841 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 9.65% | 5.68%+4.0pp | 4.74%+4.9pp | 4.56%+5.1pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |