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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $191,088 |
Filed as: WILLIS TOWERS WATSON, US LLC Service code 11 · EIN 53-0181291 | Actuarial | $98,573 |
AON CONSULTING1 year Filed as: AON HEWITT INVT CONSULTING,INC Service code 17 · EIN 36-3109431 | Pension Consulting | $63,800 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $60,798 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $59,500 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $44,564 |
OFI GLOBAL TRUST COMPANY2 years Service code 18 · EIN 36-6041989 | Custodial (securities); Direct paymen... | $29,041 |
ALLSTATE INSURANCE COMPANY4+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $23,609 |
ERNST & YOUNG LLP4+ years Service code 17 · EIN 34-6565596 | Pension Consulting | $18,294 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 38 · EIN 13-2834414 | Participant Communication | $5,078 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -7.55% | -1.56%-6.0pp | -2.18%-5.4pp | 10.56%-18.1pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |