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 COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Investment management fees paid direc... | $222,455 |
MERCER3+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $134,567 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $60,414 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $25,190 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,746 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 | Actuarial | $13,000 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 36.70% | 11.30%+25.4pp | 9.60%+27.1pp | 23.90%+12.8pp |
| Employer contribution / active EE | $45,872 | $21,004+118.4% | $45,595+0.6% | $16,539+177.3% |
| Participant deferral / active EE | $20 | $79-75.3% | $255-92.4% | $350-94.4% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |