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 CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $515,160 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA Service code 28 · EIN 36-3109431 | Investment Management | $283,163 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 15 240 GREENWICH STREET · NEW YORK, NY 10286 | Recordkeeping | $52,592 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $50,840 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 1717 MAIN ST 5400 · DALLAS, TX 75201 | Legal | $24,992 |
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.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 8.19% | 12.77%-4.6pp | 90.60%-82.4pp | 12.86%-4.7pp |
| Employer contribution / active EE | $7,658 | $8,963-14.6% | $32,727-76.6% | $13,687-44.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |