Filed April 29, 2014 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $2,383,097 |
MACY'S INC.8 years Service code 14 · EIN 13-3324058 | Plan Administrator | $1,595,632 |
AON CONSULTING9+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $692,164 |
Filed as: CLARK , SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $46,000 |
RSVP DIRECT INC3 years Filed as: RSVP DIRECT, INC. Service code 38 · EIN 36-3964634 | Participant Communication | $23,642 |
CLASSICAL MARKETING LLC8 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $19,619 |
PENSION BENEFIT INFORMATION9+ years Service code 38 · EIN 94-2856521 | Participant Communication | $13,269 |
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.
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 | $0 | $108,968-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 7.10% | 13.18%-6.1pp | 9.63%-2.5pp | 13.18%-6.1pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $33,327-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $45-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $596-100.0% | - |