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 CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $540,527 |
AON CONSULTING4 years Filed as: AON INVESTMENT USA Service code 28 · EIN 36-3109431 | Investment Management | $181,964 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 15 240 GREENWICH STREET · NEW YORK, NY 10286 | Recordkeeping | $42,333 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 29 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $27,914 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 1.19% | 17.94%-16.8pp | 32.30%-31.1pp | 37.74%-36.5pp |
| Employer contribution / active EE | $8,368 | $10,320-18.9% | $33,955-75.4% | $15,781-47.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |