Filed February 12, 2010
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 |
|---|---|---|
USI CONSULTING GROUP1 year Service code 13 · EIN 06-1053228 | Contract Administrator | $218,197 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $160,000 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $138,089 |
Service code 11 · EIN 53-0181291 | Actuarial | $126,360 |
THE SEGAL COMPANY2 years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $68,230 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $56,418 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $53,845 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $34,941 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $9,938 |
Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $5,156 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 0.60% | 8.08%-7.5pp | 9.51%-8.9pp | 37.74%-37.1pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |