Filed September 25, 2012 (most recent of 6 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 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 CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 60694 | Actuarial | $1,393,166 |
Filed as: FIRST HORIZON BANK TRUST DIVISION Service code 21 · EIN 62-0201385 4385 POPLAR AVENUE · MEMPHIS, TN 381173715 | Bank Trustee | $1,330,308 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 51 · EIN 48-1140940 101 S. HANLEY RD STE 1700 · ST LOUIS, MO 631053487 | Investment Mgmt Fees | $513,630 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 51 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $444,132 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 30TH FLOOR · MEMPHIS, TN 38137 | Accounting | $47,270 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 13.10% | 9.48%+3.6pp | 9.52%+3.6pp | 12.86%+0.2pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |