Filed December 1, 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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $172,652 |
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $157,945 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $16,463 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $943,036-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 1.60% | 8.23%-6.6pp | 5.62%-4.0pp | 8.23%-6.6pp |
| Employer contribution / active EE | $4,387 | $13,859-68.3% | $37,825-88.4% | $13,859-68.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $0 | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |