Filed December 22, 2010 (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 4-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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Investment management fees paid direc... | $227,324 |
MERCER2+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $106,520 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $31,114 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $30,152 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $29,062 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $12,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST QUANTITATIVE ADVISOR Service code 27 · EIN 36-3608252 | Advisory (Plan) | $9,594 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 8.32% | 5.90%+2.4pp | 3.99%+4.3pp | 7.18%+1.1pp |
| Employer contribution / active EE | $0 | $17,826-100.0% | $38,279-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $19 | $92-79.0% | $386-95.0% | $385-95.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |