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 CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $206,438 |
ALIGHT SOLUTIONS LLC5+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $193,832 |
Filed as: WESTERN ASSET MNGMNT COMPANY, LLC Service code 27 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $175,203 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 14 · EIN 36-3109431 | Plan Administrator | $171,697 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $91,669 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $79,843 |
Service code 29 1301 6TH AVE · NEW YORK, NY 10019 | Legal | $38,207 |
Service code 17 · EIN 03-0415817 | Pension Consulting | $21,564 |
Filed as: CBIZ Service code 17 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Pension Consulting | $8,371 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -24.60% | -13.75%-10.8pp | -4.80%-19.8pp | 23.41%-48.0pp |
| Employer contribution / active EE | $3,501 | $13,276-73.6% | $30,897-88.7% | $12,650-72.3% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |