Filed January 25, 2015 (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 |
|---|---|---|
SEI INVESTMENTS2 years Filed as: SEI TRUST COMPANY Service code 28 · EIN 94-6751924 | Investment Management | $1,628,436 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $922,504 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 25 · EIN 51-0099493 | Directed Trustee | $611,033 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 29 · EIN 34-6565596 | Legal | $56,032 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 28 · EIN 42-0127290 | Investment Management | $31,808 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $27,810 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 1.61% | 9.22%-7.6pp | 8.80%-7.2pp | 9.22%-7.6pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $29,429-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $58-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |