Filed April 24, 2013
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 CONSULTING8 years Service code 16 · EIN 22-2232264 | Consulting | $61,534 |
ORIENTAL BANK10+ years Filed as: ORIENTAL BANK AND TRUST Service code 21 · EIN 66-0259436 | Bank Trustee | $55,704 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $43,523 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $29,500 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 99-1856619 | Accounting | $7,100 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 12.15% | 11.94%+0.2pp | 6.78%+5.4pp | 8.76%+3.4pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,154-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |