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 year Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 28 · EIN 27-2436452 | Investment Management | $242,274 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $216,084 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $157,104 |
RSM US LLP4+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $61,077 |
Service code 19 · EIN 81-4017137 | Securities Custodian | $5,272 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $3,250 |
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.
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 | $409,661-100.0% | $1,964,387-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 14.3%-14.3pp | 1.7%-1.7pp |
| Annual return | 10.30% | 627.08%-616.8pp | 21681.50%-21671.2pp | 627.08%-616.8pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $87,430-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $70-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,693-100.0% | $1,923-100.0% |