Filed August 11, 2012 (most recent of 6 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 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 |
|---|---|---|
Service code 21 · EIN 41-6011045 100 S. PHILLIPS AVE. · SIOUX FALLS, SD 57104 | Bank Trustee | $1,046,854 |
Service code 29 · EIN 41-0244008 | Legal | $39,088 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT MGT INC. Service code 19 · EIN 13-3040307 | Securities Custodian | $18,140 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS LLC Service code 17 30 SPEEN STREET · FRAMINGHAM, MA 01701 | Pension Consulting | $17,500 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $14,063 |
BMO HARRIS BANK NA10+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $11,196 |
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,842-100.0% | $334,005-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | -1.91% | 10.03%-11.9pp | 9.83%-11.7pp | 13.05%-15.0pp |
| Employer contribution / active EE | $0 | $31,919-100.0% | $30,326-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $30,946-100.0% |