Filed April 18, 2014 (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 COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $156,289 |
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $109,200 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $81,393 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $59,100 |
WELLS FARGO BANK, N.A.2 years Service code 28 · EIN 94-1347393 | Investment Management | $37,011 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $32,942 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $21,504 |
G A VERDILE LANDSCAPING3 years Service code 49 · EIN 27-2229230 | Other Services | $13,025 |
G W MORISI1 year Service code 22 · EIN 04-2475189 | Insurance Broker | $6,989 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 11.58% | 6.41%+5.2pp | 8.01%+3.6pp | 11.45%+0.1pp |
| Employer contribution / active EE | $19,054 | $11,592+64.4% | $29,475-35.4% | $17,219+10.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |