Filed March 3, 2011
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 10-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 CONSULTING11+ years Service code 11 · EIN 22-2232264 | Actuarial | $897,555 |
NORTHERN TRUST COMPANY11+ years Service code 10 · EIN 36-1561860 | Accounting | $312,147 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $307,108 |
AON CONSULTING7 years Filed as: AON INVESTMENT USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $145,788 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $88,985 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $37,800 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $26,612 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 10.86% | 10.71%+0.1pp | 8.40%+2.5pp | 10.71%+0.1pp |
| Employer contribution / active EE | $26,495 | $14,986+76.8% | $39,312-32.6% | $14,986+76.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |