Filed December 16, 2016 (most recent of 4 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $634,224 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Copying... | $570,251 |
RR DONNELLEY8+ years Service code 36 · EIN 36-1004130 | Copying and duplicating; Direct payme... | $259,922 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $184,917 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $141,723 |
Filed as: QDRO BENEFITS FIRM Service code 29 · EIN 84-2015520 | Legal | $96,815 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE, LLP Service code 16 · EIN 13-3891517 | Consulting | $67,350 |
PENSION BENEFIT INFORMATION6 years Service code 16 · EIN 94-2856521 | Consulting | $15,207 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $333,750-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.6%-48.6pp | 0.0%0pp |
| Annual return | -25.87% | 7.68%-33.5pp | -9.60%-16.3pp | 7.68%-33.5pp |
| Employer contribution / active EE | $2,415 | $9,142-73.6% | $56,630-95.7% | $9,142-73.6% |
| Participant deferral / active EE | $0 | $462-100.0% | $124-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $5,181-100.0% | $19,323-100.0% |