Filed March 7, 2013
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 |
|---|---|---|
Service code 10 · EIN 53-0181291 | Accounting | $252,236 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $168,030 |
SLC MANAGEMENT1 year Service code 27 · EIN 68-0635051 | Advisory (Plan) | $41,907 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 | Investment Management | $40,019 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $34,436 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3046063 | Other Services | $18,620 |
BMO HARRIS BANK NA5+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $14,482 |
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.
Employer contribution per participant 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 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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 73.95% | 22.40%+51.6pp | 29.77%+44.2pp | 21.83%+52.1pp |
| Employer contribution / active EE | $1,621 | $13,519-88.0% | $33,607-95.2% | $12,237-86.8% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |