Filed August 4, 2017 (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 |
|---|---|---|
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT. CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $588,642 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRST CO, NA Service code 21 · EIN 94-3112180 | Bank Trustee | $412,953 |
Service code 11 · EIN 13-3689044 | Actuarial | $349,963 |
BALENTINE LLC5 years Filed as: BALENTINE, LLC Service code 28 · EIN 27-1403339 | Investment Management | $171,580 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $163,147 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $140,448 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $41,788 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,050 |
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.
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 | 4.47% | 8.50%-4.0pp | 9.84%-5.4pp | 8.76%-4.3pp |
| Employer contribution / active EE | $17,401 | $11,009+58.1% | $30,320-42.6% | $16,627+4.7% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |