Filed August 23, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $264,081 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $92,025 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT CAPITAL MGMT Service code 18 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Custodial (other than securities) | $45,562 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS INC Service code 17 100 GRANDVIEW DRIVE · BRAINTREE, MA 02184 | Pension Consulting | $35,000 |
Service code 10 · EIN 23-2667890 | Accounting | $12,900 |
Filed as: BANK OF AMERICA N.A. Service code 16 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Consulting | $11,966 |
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.
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 | $52,198-100.0% | $628,955-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 11.0%-11.0pp |
| Annual return | 5.67% | 9.06%-3.4pp | 8.15%-2.5pp | 8.23%-2.6pp |
| Employer contribution / active EE | $0 | $13,463-100.0% | $42,534-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $12,760-100.0% | $1,652-100.0% |