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 CONSULTING8+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $200,702 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $195,130 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST CO Service code 50 · EIN 04-1867445 | Direct Payment | $83,531 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $22,584 |
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.
Employer contribution per participant 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 | $107,032-100.0% | $732,694-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 7.1%-7.1pp | 9.9%-9.9pp |
| Annual return | -9.05% | -5.25%-3.8pp | -15.18%+6.1pp | -5.25%-3.8pp |
| Employer contribution / active EE | $0 | $15,166-100.0% | $53,321-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $0 | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |