Filed November 15, 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 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 15 · EIN 42-0127290 | Recordkeeping | $550,226 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $514,336 |
HARRISON STREET10+ years Service code 28 · EIN 80-0762141 | Investment Management | $471,688 |
FIAM LLC2 years Filed as: FIAM Service code 28 · EIN 04-3532603 | Investment Management | $300,895 |
LINDSELL TRAIN LIMITED5 years Filed as: LINDSELL TRAIN Service code 28 · EIN 35-2496423 | Investment Management | $288,287 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $278,196 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $256,250 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185492 | Investment Management | $251,962 |
CONDUENT HR CONSULTING, LLC9 years Filed as: CONDUENT HUMAN RESOURCES SVCS LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $245,318 |
Filed as: METLIFE INVESTMENT MGMT LLC Service code 28 · EIN 82-2405817 | Investment Management | $237,561 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return 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.
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 2.15% | 8.48%-6.3pp | 37.43%-35.3pp | 9.22%-7.1pp |
| Employer contribution / active EE | $0 | $8,226-100.0% | $38,058-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |