Filed March 25, 2012 (most recent of 2 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 9-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 CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $567,709 |
AON CONSULTING6 years Filed as: AON INVESTMENT USA Service code 28 · EIN 36-3109431 | Investment Management | $194,480 |
THE BANK OF NEW YORK MELLON8 years Filed as: BNY MELLON Service code 15 240 GREENWICH STREET · NEW YORK, NY 10286 | Recordkeeping | $49,641 |
Service code 29 · EIN 41-0244008 | Legal | $24,517 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 6.23% | 10.71%-4.5pp | 8.80%-2.6pp | 10.71%-4.5pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $29,429-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $58-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |