Filed September 28, 2016
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 8-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 CONSULTING2 years Filed as: AON INVESTMENT USA, INC. Service code 28 · EIN 98-1090818 | Investment Management | $174,456 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $115,737 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $110,369 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $105,200 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $28,350 |
STATE STREET GLOBAL ADVISORS5 years Service code 19 · EIN 81-4017137 | Securities Custodian | $5,670 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $3,219,907-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 10.0%-10.0pp | 2.1%-2.1pp |
| Annual return | -0.37% | 7.65%-8.0pp | 3.48%-3.9pp | 7.65%-8.0pp |
| Employer contribution / active EE | $33,058 | $20,599+60.5% | $31,972+3.4% | $20,599+60.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |