Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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 |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $437,445 |
ROBERTS & HOLLAND10+ years Service code 29 · EIN 13-1833405 | Legal | $122,972 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,844 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $38,657 |
MERCER9 years Service code 12 · EIN 12-2834414 | Consulting (general); Recordkeeping a... | $19,000 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $15,430 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S BANK Service code 15 · EIN 41-2003732 | Recordkeeping | $14,388 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $5,279 |
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.
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 | $49,655-100.0% | $197,205-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 26.7%-26.7pp | 17.1%-17.1pp |
| Annual return | 7.10% | 9.82%-2.7pp | 9.79%-2.7pp | 9.82%-2.7pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $40,174-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $199-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $1,949-100.0% | $2,893-100.0% |