Filed February 17, 2014 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $237,454 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 · EIN 13-4008324 | Accounting | $45,490 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $42,738 |
Filed as: CBIZ INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $9,010 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 · EIN 82-4722389 | Other Services | $8,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.2%-56.2pp | 0.0%0pp |
| Annual return | 7.64% | 10.77%-3.1pp | 5.90%+1.7pp | 10.77%-3.1pp |
| Employer contribution / active EE | $5,193 | $15,292-66.0% | $24,714-79.0% | $15,292-66.0% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $644-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |