Filed October 17, 2011 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE CONSULTING Service code 13 100 NEW MILLENNIUM WAY · DURHAM, NC 27709 | Contract Administrator | $213,376 |
Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $147,503 |
CLEARSTEAD ADVISORS, LLC4 years Service code 17 · EIN 34-1597728 | Pension Consulting | $100,120 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $78,313 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD CUSTODY Service code 21 · EIN 31-1051736 | Bank Trustee | $43,495 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $16,395 |
RIOT CREATIVE IMAGING1 year Service code 50 · EIN 74-6036592 | Direct Payment | $13,963 |
MEADEN & MOORE, LTD.3 years Service code 10 · EIN 34-1818258 | Accounting | $13,500 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 3.46% | 8.43%-5.0pp | 52.39%-48.9pp | 10.71%-7.2pp |
| Employer contribution / active EE | $0 | $8,563-100.0% | $23,486-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |