Filed May 6, 2012 (most recent of 3 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: U.S. BANK Service code 50 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Direct Payment | $296,740 |
MERCER1 year Filed as: MERCER (US) LLC Service code 16 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 100362708 | Consulting | $201,132 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $121,650 |
COBBLESTONE CAPITAL ADVISORS10+ years Filed as: COBBLESTONE CAPITAL ADVISORS LLC Service code 28 · EIN 16-1543732 | Investment Management | $46,489 |
Filed as: HARTER SECREST AND EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $17,939 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage | $145 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | -5.70% | 9.11%-14.8pp | 9.14%-14.8pp | 13.05%-18.7pp |
| Employer contribution / active EE | $0 | $46,891-100.0% | $40,544-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |