Filed September 28, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 11 · EIN 22-2232264 | Actuarial | $549,004 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $124,100 |
Filed as: FIDELITY INVESTMENTS Service code 65 · EIN 04-6568107 | Account Maintenance | $88,975 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $79,743 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $35,147 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET Service code 28 · EIN 25-1890416 | Investment Management | $23,923 |
REED SMITH LLP2 years Service code 29 · EIN 25-0749630 | Legal | $319 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.68% | 17.95%-8.3pp | 13.45%-3.8pp | 21.83%-12.1pp |
| Employer contribution / active EE | $0 | $16,835-100.0% | $26,057-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $29 | $317-90.8% | $181-83.9% | $987-97.1% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |