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 7-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 CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $389,693 |
ALIGHT SOLUTIONS LLC7+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $232,996 |
STRATEGIC BENEFIT ADVISORS3 years Service code 17 · EIN 03-0415817 | Pension Consulting | $205,056 |
Filed as: WESTERN ASSET MNGMNT COMPANY, LLC Service code 27 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $165,011 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $97,048 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $74,724 |
Service code 29 1301 6TH AVE · NEW YORK, NY 10019 | Legal | $34,058 |
Filed as: CBIZ Service code 17 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Pension Consulting | $11,871 |
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.
Employer contribution per participant 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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.86% | 8.05%-7.2pp | 6.78%-5.9pp | 9.30%-8.4pp |
| Employer contribution / active EE | $2,591 | $10,660-75.7% | $25,154-89.7% | $12,557-79.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |