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 CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $270,626 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $228,938 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $22,737 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST CO Service code 50 · EIN 04-1867445 | Direct Payment | $17,276 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $861,422-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.3%-14.3pp | 3.6%-3.6pp |
| Annual return | 7.76% | 11.84%-4.1pp | 6.57%+1.2pp | 11.84%-4.1pp |
| Employer contribution / active EE | $12,069 | $17,339-30.4% | $34,489-65.0% | $17,339-30.4% |
| Participant deferral / active EE | $0 | $683-100.0% | $0 | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |