Filed January 28, 2002 (most recent of 3 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 9-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 CONSULTING5 years Filed as: AON CONSULTING INC. Service code 28 707 WILSHIRE BLVD, SUITE 2600 · LOS ANGELES, CA 90017 | Investment Management | $67,310 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $22,841 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 46-1393346 | Recordkeeping | $17,617 |
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.
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.
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 | $145,030-100.0% | $333,750-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.0%-22.0pp | 48.6%-48.6pp | 9.9%-9.9pp |
| Annual return | -18.12% | -9.30%-8.8pp | -9.60%-8.5pp | -5.25%-12.9pp |
| Employer contribution / active EE | $0 | $12,370-100.0% | $56,630-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $204-100.0% | $124-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,688-100.0% | $5,181-100.0% | $3,859-100.0% |