Filed February 7, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 16 · EIN 22-2232264 | Consulting | $573,601 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $327,993 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $78,998 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $35,537 |
THOMPSON HINE4 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $26,061 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT MANAGMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $24,792 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.44% | 10.71%-1.3pp | 2.33%+7.1pp | 10.71%-1.3pp |
| Employer contribution / active EE | $2,807 | $14,986-81.3% | $34,323-91.8% | $14,986-81.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $124-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |