Filed October 21, 2011 (most recent of 5 filings on file)
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 6-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 CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $459,333 |
STRATEGIC BENEFIT ADVISORS4 years Service code 16 · EIN 03-0415817 | Consulting | $238,837 |
ALIGHT SOLUTIONS LLC4 years Service code 14 · EIN 82-1061233 | Plan Administrator | $174,555 |
Service code 16 · EIN 48-1140940 | Consulting | $65,764 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 14 · EIN 27-2436452 | Plan Administrator | $38,382 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $33,500 |
Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 95-2705767 | Advisory (Plan) | $25,372 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | -97.94% | 4.61%-102.5pp | 793.01%-890.9pp | 259.13%-357.1pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |