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 CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $239,739 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $141,856 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $76,410 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $62,557 |
RSM US LLP1+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $17,975 |
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.
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 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 | $1,723,788-100.0% | $1,637,423-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.9%-1.9pp |
| Annual return | 13.10% | 13.06%0pp | 15.63%-2.5pp | 23.90%-10.8pp |
| Employer contribution / active EE | $0 | $19,111-100.0% | $56,677-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $0 | $18,975-100.0% |