Filed August 2, 2012
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $770,941 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 17 · EIN 27-2436452 | Pension Consulting | $237,889 |
NORTHERN TRUST COMPANY4 years Service code 20 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $97,087 |
AON CONSULTING1 year Service code 28 · EIN 22-2232264 | Investment Management | $25,000 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 16 · EIN 58-0946915 | Consulting | $24,459 |
A.C. EVANS LLC8+ years Filed as: AC EVANS LLC Service code 10 · EIN 65-0654331 | Accounting | $14,200 |
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.
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.
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -14.70% | -11.26%-3.4pp | -4.80%-9.9pp | 2.77%-17.5pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |