Filed July 7, 2016 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 11 · EIN 13-4008324 | Actuarial | $80,000 |
KPMG LLP4+ years Filed as: KPMG,LLP Service code 10 · EIN 13-5565207 | Accounting | $40,882 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2723880 | Contract Administrator | $34,411 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 26 · EIN 94-1347393 | Advisory (Participants) | $19,497 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $10,713 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -2.38% | -1.44%-0.9pp | -0.70%-1.7pp | -82.66%+80.3pp |
| Employer contribution / active EE | $0 | $37,071-100.0% | $28,903-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |