Filed August 26, 2011
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 INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $439,156 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2945469 | Actuarial | $392,371 |
WILLIS TOWERS WATSON US LLC5 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $276,120 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,874-100.0% | $179,823-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 42.1%-42.1pp | 11.0%-11.0pp |
| Annual return | -88.68% | 7.34%-96.0pp | 148.21%-236.9pp | 8.23%-96.9pp |
| Employer contribution / active EE | $15,455 | $7,073+118.5% | $26,792-42.3% | $13,859+11.5% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |