Filed February 6, 2014 (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 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 |
|---|---|---|
SAGE ADVISORY SERVICES8 years Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 27 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $134,555 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $77,274 |
WINTRUST INVESTMENTS LLC7 years Service code 27 231 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Advisory (Plan) | $30,000 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 27 1 NORTH FRANKLIN STREET · CHICAGO, IL 60606 | Advisory (Plan) | $24,931 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $22,890 |
Filed as: ONEDIGITAL Service code 17 200 GALLERIA PARKWAY · ATLANTA, GA 30339 | Pension Consulting | $10,000 |
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.
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 | $36,224-100.0% | $803,298-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.4%-56.4pp | 2.1%-2.1pp |
| Annual return | 4.69% | 9.14%-4.5pp | 10.48%-5.8pp | 9.14%-4.5pp |
| Employer contribution / active EE | $14,228 | $19,963-28.7% | $34,979-59.3% | $19,963-28.7% |
| Participant deferral / active EE | $0 | $919-100.0% | $11-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,829-100.0% | $200-100.0% |