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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $848,643 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $515,484 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $330,998 |
AON CONSULTING4+ years Filed as: AON HEWITT GROUP TRUST Service code 28 · EIN 27-2436452 | Investment Management | $295,375 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $250,337 |
LATHAM & WATKINS LLP3 years Service code 29 · EIN 95-2018373 | Legal | $155,155 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $125,000 |
K&L GATES1 year Filed as: K & L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $124,758 |
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 | $289,682-100.0% | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | - |
| Annual return | 2.59% | 43.80%-41.2pp | 18.06%-15.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,411-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $40-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,675-100.0% | - |