Filed May 15, 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 |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $1,168,865 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $455,586 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,000 |
K&L GATES10+ years Service code 29 · EIN 25-0921018 | Legal | $66,832 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $47,775 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $30,192 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 3.82% | 8.76%-4.9pp | 6.74%-2.9pp | 8.76%-4.9pp |
| Employer contribution / active EE | $5,982 | $16,627-64.0% | $43,780-86.3% | $16,627-64.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $44-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |