Filed January 13, 2016
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 7-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $110,570 |
Service code 16 1400 MERRILL LUNCH DR · PENNINGTON, NJ 08534 | Consulting | $75,161 |
BLACKROCK1+ years Service code 28 · EIN 23-7442277 | Investment Management | $15,296 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $14,026 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 16 | Consulting | $12,000 |
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.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -2.35% | 4.23%-6.6pp | 3.97%-6.3pp | 4.56%-6.9pp |
| Employer contribution / active EE | $8,523 | $16,147-47.2% | $28,168-69.7% | $15,526-45.1% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |