Filed January 6, 2006 (most recent of 4 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 CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $703,106 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $602,815 |
Service code 28 101 S HANLEY RD · SAINT LOUIS, MO 631053487 | Investment Management | $140,188 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 4208 6 FORKS ROAD · RALEIGH, NC 27609 | Consulting | $133,750 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $76,888 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,250 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 5.23% | 9.11%-3.9pp | 9.57%-4.3pp | 9.11%-3.9pp |
| Employer contribution / active EE | $8 | $12,231-99.9% | $39,758-100.0% | $12,231-99.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $45-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |