Filed September 3, 2013 (most recent of 4 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 ADVISORS4+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $315,576 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $174,505 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $41,520 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -7.91% | 9.64%-17.6pp | -102.03%+94.1pp | 33.37%-41.3pp |
| Employer contribution / active EE | $4,525 | $8,034-43.7% | $36,229-87.5% | $11,253-59.8% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |