Filed January 20, 2015
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 9-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 CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $622,951 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 14 · EIN 20-0292745 | Plan Administrator | $99,137 |
GRANT THORNTON LLP8 years Service code 10 · EIN 36-6055558 | Accounting | $74,056 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $69,046 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.35% | 7.96%-4.6pp | 5.17%-1.8pp | 8.76%-5.4pp |
| Employer contribution / active EE | $8,372 | $15,125-44.6% | $26,422-68.3% | $16,627-49.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |