Filed September 20, 2001 (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 10-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 PLC Service code 15 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Recordkeeping | $824,599 |
NORTHERN TRUST COMPANY7 years Service code 28 · EIN 36-1561860 | Investment Management | $425,117 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 150 NORTH MERAMEC AVENUE, SUITE 640 · ST. LOUIS, MO 631053753 | Investment Management | $326,539 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $138,739 |
Filed as: DELAWAR CH GUAR&TRUST DBA PRINCIPAL Service code 18 · EIN 51-0099493 | Trustee (bank, trust company, or simi... | $134,817 |
Filed as: SILCHESTER INTL INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $66,196 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO & CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $29,900 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS Service code 17 · EIN 82-1061233 | Pension Consulting | $6,000 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.83% | 7.96%-6.1pp | 5.17%-3.3pp | 8.76%-6.9pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,422-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |