Filed January 3, 2012
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 CONSULTING7 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-2235791 | Actuarial | $470,299 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $171,263 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH AND MANAGMENT INC Service code 28 · EIN 04-2955404 | Investment Management | $93,573 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 42-1520346 | Recordkeeping | $76,497 |
Service code 28 · EIN 46-1294859 | Investment Management | $70,515 |
DELAWARE INVESTMENTS8 years Filed as: MACQUARIE INV MANAGEMENT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $26,545 |
STATE STREET GLOBAL ADVISORS7 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $8,736 |
SEYFARTH SHAW LLP2 years Service code 16 · EIN 36-2152202 | Consulting | $6,929 |
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 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 9.03% | 8.15%+0.9pp | 8.06%+1.0pp | 8.76%+0.3pp |
| Employer contribution / active EE | $61,399 | $60,767+1.0% | $42,627+44.0% | $16,627+269.3% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |