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 CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $289,384 |
ALIGHT SOLUTIONS LLC6+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $253,397 |
Filed as: WESTERN ASSET MNGMNT COMPANY, LLC Service code 27 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $170,410 |
STRATEGIC BENEFIT ADVISORS2 years Service code 17 · EIN 03-0415817 | Pension Consulting | $113,809 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $105,879 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 14 · EIN 36-3109431 | Plan Administrator | $86,275 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $70,816 |
Service code 29 1301 6TH AVE · NEW YORK, NY 10019 | Legal | $61,020 |
Filed as: CBIZ Service code 17 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Pension Consulting | $9,702 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 10.85% | 9.87%+1.0pp | 15.31%-4.5pp | 9.11%+1.7pp |
| Employer contribution / active EE | $2,425 | $9,738-75.1% | $28,686-91.5% | $12,231-80.2% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |