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.9+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $251,970 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $227,721 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $22,992 |
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.
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 | $282,865-100.0% | $848,047-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 3.63% | 9.89%-6.3pp | 5.63%-2.0pp | 9.89%-6.3pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $36,086-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $0 | $9,084-100.0% |