Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AETNA Service code 23 · EIN 06-6033492 | Insurance services | $48,316 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $38,600 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $13,750 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,800 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 18 608 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Custodial (other than securities) | $7,945 |
Filed as: TD BANK Service code 18 · EIN 03-0326281 | Custodial (other than securities) | $7,380 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 16.28% | 12.40%+3.9pp | 10.16%+6.1pp | 23.90%-7.6pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |