Filed December 3, 2008
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 |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $98,540 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 52 · EIN 30-0872552 | Indirect Investment Fees | $80,691 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 51 · EIN 06-1440627 | Investment Mgmt Fees | $54,903 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $51,675 |
COMERICA BANK5+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $42,742 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS, LLC Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $39,281 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -7.58% | 9.58%-17.2pp | 9.52%-17.1pp | 11.45%-19.0pp |
| Employer contribution / active EE | $15,788 | $21,155-25.4% | $41,951-62.4% | $17,219-8.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |