Filed October 10, 2012 (most recent of 5 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 23 · EIN 52-1042410 | Insurance services | $1,043,532 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 28 · EIN 01-0233346 | Investment Management | $503,900 |
MILLIMAN, INC.7 years Filed as: MILLIMAN USA, INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $468,302 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $279,721 |
NORTHERN TRUST COMPANY7 years Service code 28 · EIN 36-1561860 | Investment Management | $239,451 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $145,531 |
AON CONSULTING9 years Service code 11 · EIN 22-2232264 | Actuarial | $128,768 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 30-1413443 | Accounting | $53,405 |
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $48,523 |
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 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 3.63% | 9.22%-5.6pp | 8.39%-4.8pp | 9.22%-5.6pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $20,497-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $16-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |