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 |
|---|---|---|
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,377,142 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 27-2436452 | Actuarial | $1,354,342 |
Service code 16 101 SOUTH HANLEY ROAD · ST. LOUIS, MO 63105 | Consulting | $566,025 |
Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 95-2705767 | Advisory (Plan) | $516,088 |
DELAWARE INVESTMENTS1 year Service code 28 · EIN 23-2859590 | Investment Management | $350,513 |
Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $128,286 |
Service code 16 · EIN 03-0415817 | Consulting | $68,309 |
ALIGHT SOLUTIONS LLC1 year Service code 14 · EIN 82-1061233 | Plan Administrator | $51,787 |
Service code 11 · EIN 04-1867445 | Actuarial | $18,189 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 16 · EIN 31-1582098 | Consulting | $17,626 |
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.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 17.97% | 35.86%-17.9pp | 10.53%+7.4pp | 17.84%+0.1pp |
| Employer contribution / active EE | $16,824 | $23,588-28.7% | $29,360-42.7% | $14,688+14.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |