Filed June 25, 2002
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 CONSULTING6 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $677,026 |
MERCER4 years Service code 16 · EIN 04-3831795 | Consulting | $200,925 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,140 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT/TEMPO HOLDING COMPANY Service code 29 · EIN 82-1081233 | Legal | $14,300 |
DESIGNATION7 years Service code 65 · EIN 36-2784671 | Account Maintenance | $12,468 |
VEDDER PRICE7 years Service code 29 · EIN 36-3254526 | Legal | $10,887 |
TRANSACTIS6 years Service code 65 · EIN 26-0036086 | Account Maintenance | $5,400 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $1,800 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -10.61% | 1.88%-12.5pp | -5.16%-5.5pp | 2.77%-13.4pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |