Filed December 2, 2011 (most recent of 3 filings on file)
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 3-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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $678,382 |
BLACKROCK2+ years Service code 28 · EIN 13-3806691 | Investment Management | $646,284 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $545,560 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 25 · EIN 94-2984230 | Directed Trustee | $82,240 |
KSJG, LLP2+ years Filed as: KUSHNER,SMITH,JOANOU&GREGSON Service code 10 · EIN 95-3322166 | Accounting | $28,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,729-100.0% | $358,154-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 12.6%-12.6pp |
| Annual return | -2.23% | 4.35%-6.6pp | 2.24%-4.5pp | 4.56%-6.8pp |
| Employer contribution / active EE | $3,190,909 | $105,825+2915.3% | $54,559+5748.5% | $15,526+20452.2% |
| Participant deferral / active EE | $0 | $102-100.0% | $81-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $6,053-100.0% | $1,711-100.0% |