Filed December 14, 2015
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 |
|---|---|---|
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 21 · EIN 39-6037917 | Bank Trustee | $337,983 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $135,917 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 12 · EIN 06-6033492 | Claims processing; Other insurance fe... | $35,057 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE Service code 12 · EIN 13-5570651 | Recordkeeping and information managem... | $13,581 |
BLACKROCK5 years Service code 21 · EIN 30-0587659 | Bank Trustee | $7,104 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 2.64% | 5.48%-2.8pp | 9.84%-7.2pp | 9.30%-6.7pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $1,812 | $999+81.3% | $66+2641.9% | $2,867-36.8% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |