Filed August 18, 2017 (most recent of 7 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 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,201,434 |
AON CONSULTING3+ years Filed as: AON HEWITT GROUP TRUST Service code 28 · EIN 27-2436452 | Investment Management | $1,069,277 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $700,000 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $481,974 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $401,324 |
LATHAM & WATKINS LLP2 years Service code 29 · EIN 95-2018373 | Legal | $270,051 |
Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $78,926 |
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 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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | 0.53% | -3.49%+4.0pp | 4.36%-3.8pp | 0.19%+0.3pp |
| Employer contribution / active EE | $704,377 | $17,891+3837.0% | $27,383+2472.3% | $13,763+5018.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |