Filed March 17, 1
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 9-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 11 420 LEXINGTON AVE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $58,677 |
MARATHON ASSET MANAGEMENT3+ years Service code 21 | Bank Trustee | $50,111 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $19,845 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 21 · EIN 20-8058531 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Bank Trustee | $18,580 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $15,330 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $13,545 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 21 353 N CLARK ST · CHICAGO, IL 60654 | Bank Trustee | $5,936 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 18 · EIN 35-0472300 | Custodial (other than securities) | $5,184 |
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.
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 15.24% | 12.52%+2.7pp | 9.39%+5.8pp | 23.90%-8.7pp |
| Employer contribution / active EE | $12,830 | $13,977-8.2% | $33,466-61.7% | $16,539-22.4% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |