Filed August 26, 2015 (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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST Service code 50 · EIN 04-2723880 | Direct Payment | $923,632 |
Service code 28 · EIN 20-8058531 | Investment Management | $497,692 |
Filed as: ROBECO INSTITUTIONAL ASSET Service code 28 · EIN 13-3959209 | Investment Management | $214,310 |
MERCER2 years Filed as: MERCER (US), INC Service code 16 · EIN 13-2834414 | Consulting | $127,813 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $125,944 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $110,546 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $31,350 |
BAKER & HOSTETLER LLP4 years Service code 29 · EIN 34-0082025 | Legal | $6,706 |
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.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 1.50% | 8.91%-7.4pp | 7.32%-5.8pp | 13.24%-11.7pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |