Filed April 17, 2011
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 |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $53,003 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $47,892 |
LVW ADVISORS, LLC2+ years Service code 27 · EIN 45-3236255 | Advisory (Plan) | $31,510 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $23,500 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $7,274 |
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.
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 5.47% | 10.88%-5.4pp | 9.39%-3.9pp | 13.95%-8.5pp |
| Employer contribution / active EE | $0 | $18,458-100.0% | $33,466-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |