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 CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $675,386 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 15 240 GREENWICH STREET · NEW YORK, NY 10286 | Recordkeeping | $69,320 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $31,800 |
Filed as: DRINKER BIDDLE Service code 29 1717 MAIN ST 5400 · DALLAS, TX 75201 | Legal | $6,096 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 12.01% | 34.64%-22.6pp | 20.73%-8.7pp | 21.83%-9.8pp |
| Employer contribution / active EE | $1,788 | $7,654-76.6% | $36,500-95.1% | $12,237-85.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |