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.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $226,773 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $222,700 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST CO Service code 50 · EIN 04-1867445 | Direct Payment | $29,798 |
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.
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 | $46,244-100.0% | $671,907-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 15.0%-15.0pp | 2.8%-2.8pp |
| Annual return | 15.59% | 16.32%-0.7pp | 10.76%+4.8pp | 16.32%-0.7pp |
| Employer contribution / active EE | $32,710 | $17,007+92.3% | $68,795-52.5% | $17,007+92.3% |
| Participant deferral / active EE | $0 | $406-100.0% | $229-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $6,717-100.0% | $127-100.0% |