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 CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $867,098 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 14 · EIN 36-3109431 | Plan Administrator | $482,531 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 4208 6 FORKS ROAD · RALEIGH, NC 27609 | Consulting | $66,306 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $60,848 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $26,300 |
Annual investment return 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.
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 | $290,873-100.0% | $290,873-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 44.0%-44.0pp |
| Annual return | -6.85% | 6.78%-13.6pp | 7.18%-14.0pp | 13.05%-19.9pp |
| Employer contribution / active EE | $0 | $39,559-100.0% | $35,855-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $30,864-100.0% |