Filed October 18, 2004 (most recent of 2 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 3-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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $931,389 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $63,737 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $60,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $52,931 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $9,944 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $5,455 |
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 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 1.22% | 7.65%-6.4pp | 6.74%-5.5pp | 7.65%-6.4pp |
| Employer contribution / active EE | $0 | $20,599-100.0% | $43,780-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |