Filed January 6, 1997 (most recent of 2 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 6-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Service code 13 · EIN 81-2983623 | Contract Administrator | $66,887 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $40,717 |
ALVAREZ & MARSAL TAXAND, LLC2 years Filed as: ALVAREZ & MARSAL HOLDINGS, LLC Service code 16 · EIN 56-2409465 | Consulting | $31,151 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $25,529 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET TRUST CO Service code 25 | Directed Trustee | $14,035 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 227 W MONROE ST., STE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $13,650 |
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% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | -2.44% | 0.19%-2.6pp | 60.62%-63.1pp | 0.19%-2.6pp |
| Employer contribution / active EE | $28,947 | $13,763+110.3% | $61,657-53.1% | $13,763+110.3% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |