Filed April 30, 2009
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 |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,129,559 |
Service code 11 · EIN 53-0181291 | Actuarial | $346,787 |
CONDUENT HR CONSULTING, LLC5+ years Filed as: CONDUENT HUMAN RESOURCE SVCS, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $225,608 |
WELLS FARGO BANK, N.A.2 years Service code 19 · EIN 41-6257133 | Securities Custodian | $168,259 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $124,950 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $31,000 |
MORRIS DAVIS CHAN & TAN LLP5+ years Service code 10 · EIN 94-2214860 | Accounting | $9,300 |
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.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | -15.37% | 9.48%-24.9pp | 9.52%-24.9pp | 12.86%-28.2pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |