Filed April 30, 2009 (most recent of 3 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 SEGAL COMPANY5 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $215,281 |
NEPC, LLC1 year Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $176,325 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA CORPORATION Service code 21 · EIN 56-0906609 | Bank Trustee | $69,416 |
GQG PARTNERS LLC8 years Filed as: GQG PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 81-2947111 | Investment Management | $59,149 |
BAKER NEWMAN NOYES8 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $17,800 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME AND RESEARCH MANAGEMENT Service code 28 · EIN 04-4955404 | Investment Management | $14,514 |
ARGA9 years Service code 28 · EIN 46-2858793 | Investment Management | $7,921 |
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.
Participant contribution per participant 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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 13.59% | 5.48%+8.1pp | 9.84%+3.8pp | 9.30%+4.3pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $1,769 | $999+77.0% | $66+2577.0% | $2,867-38.3% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |