Filed December 15, 2009
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $1,132,000 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $560,000 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $462,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 20-2159373 | Investment Management | $370,000 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $352,000 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $336,000 |
CALLAN LLC7 years Service code 16 · EIN 94-2192581 | Consulting | $129,000 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $123,000 |
BSWIFT3 years Service code 13 · EIN 36-4391310 | Contract Administrator | $118,000 |
Filed as: BLUE CROSS BLUE SHIELD Service code 13 · EIN 36-1236610 | Contract Administrator | $67,000 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.71% | 18.61%-16.9pp | 4.95%-3.2pp | 9.30%-7.6pp |
| Employer contribution / active EE | $25,501 | $11,871+114.8% | $20,917+21.9% | $12,557+103.1% |
| Participant deferral / active EE | $208 | $119+75.0% | $188+11.0% | $2,867-92.7% |
| Admin fee / account holder | $0 | $0 | - | - |