Filed December 16, 2013 (most recent of 2 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 5-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 |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1095051 | Investment Management | $21,738 |
WELLINGTON TRUST COMPANY1+ years Service code 27 · EIN 04-2767481 | Advisory (Plan) | $14,649 |
Service code 27 200 SOUTH 10TH STREET · RICHMOND, VA 23219 | Advisory (Plan) | $12,776 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $7,000 |
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.
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 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -2.31% | -0.16%-2.1pp | -1.68%-0.6pp | 2.81%-5.1pp |
| Employer contribution / active EE | $0 | $33,118-100.0% | $44,959-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |