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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $338,816 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $219,885 |
Filed as: VOYA HOLDINGS, INC Service code 50 · EIN 02-0488491 | Direct Payment | $52,126 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $37,078 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $466,275-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | -3.37% | -0.60%-2.8pp | -2.52%-0.8pp | -0.60%-2.8pp |
| Employer contribution / active EE | $16,860 | $12,272+37.4% | $109,954-84.7% | $12,272+37.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $846-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,408-100.0% | $717-100.0% |