Filed September 24, 2015
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 |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON Service code 27 · EIN 04-3638035 | Advisory (Plan) | $158,933 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $151,931 |
SANDERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 20-0348128 | Investment Management | $142,586 |
STATE STREET GLOBAL ADVISORS1+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $126,149 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $121,984 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $111,031 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $97,158 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 28 · EIN 13-5582869 | Investment Management | $28,287 |
FLAGSHIP HARBOR ADVISORS1+ years Filed as: S&P FLAGSHIP Service code 28 · EIN 04-1867445 | Investment Management | $15,000 |
SEI INVESTMENTS1+ years Filed as: JOHN W. BRISTOL & CO. Service code 28 · EIN 13-2944656 | Investment Management | $14,001 |
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.
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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | -1.05% | 5.83%-6.9pp | 4.07%-5.1pp | 7.18%-8.2pp |
| Employer contribution / active EE | $11,976 | $11,683+2.5% | $45,149-73.5% | $13,095-8.5% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |