Filed April 3, 2013
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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5+ years Service code 17 · EIN 13-4008324 | Pension Consulting | $41,025 |
INSERO & CO. CPAS, LLP4 years Filed as: INSERO & CO. Service code 10 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Accounting | $19,699 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 14 · EIN 36-1561860 | Plan Administrator | $18,399 |
HORIZONS RETIREMENT INCORPORATED5+ years Service code 13 · EIN 76-0551734 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Contract Administrator | $16,171 |
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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 19.75% | 13.52%+6.2pp | 16.32%+3.4pp | 13.59%+6.2pp |
| Employer contribution / active EE | $21,069 | $21,708-2.9% | $31,806-33.8% | $14,592+44.4% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |