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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3+ years Service code 14 · EIN 82-1061233 | Plan Administrator | $184,646 |
Filed as: WESTERN ASSET COMPANY MNGMNT, LLC Service code 28 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $161,017 |
AON CONSULTING2 years Filed as: AON HEWITT INVSTMNT CONSULTING, INC Service code 14 · EIN 27-2436452 | Plan Administrator | $156,522 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $116,354 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $93,374 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $82,917 |
Service code 29 1301 6TH AVE · NEW YORK, NY 10019 | Legal | $5,217 |
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.
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 15.35% | 12.05%+3.3pp | 793.01%-777.7pp | 12.86%+2.5pp |
| Employer contribution / active EE | $4,817 | $21,947-78.1% | $27,004-82.2% | $13,687-64.8% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |