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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |