Filed September 21, 2015 (most recent of 3 filings on file)
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 5-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 CONSULTING3 years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-3685404 | Actuarial | $246,934 |
Filed as: SILCHESTER INT'L INV TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $194,320 |
RIVA III5+ years Service code 28 · EIN 45-1564102 | Investment Management | $163,238 |
Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $117,196 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $102,185 |
NORTHWOOD5+ years Service code 28 · EIN 68-0658357 | Investment Management | $90,270 |
Service code 28 · EIN 20-2859097 | Investment Management | $81,839 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $48,104 |
PATRON CAPITAL IV5+ years Service code 28 | Investment Management | $40,802 |
PATRON CAPITAL IV5+ years Filed as: PATRON CAPITAL III Service code 28 | Investment Management | $40,443 |
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.
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.
Plan reported a final filing / termination within the last year.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | -99.63% | 21.43%-121.1pp | 20.73%-120.4pp | 12.16%-111.8pp |
| Employer contribution / active EE | $0 | $39,469-100.0% | $36,500-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |