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 LLP6+ years Service code 17 · EIN 13-4008324 | Pension Consulting | $53,722 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO & CO. Service code 10 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Accounting | $20,290 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 14 · EIN 36-1561860 | Plan Administrator | $20,116 |
HORIZONS RETIREMENT INCORPORATED6+ years Service code 13 · EIN 76-0551734 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Contract Administrator | $18,756 |
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 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 9.37% | 12.26%-2.9pp | 10.57%-1.2pp | 9.29%+0.1pp |
| Employer contribution / active EE | $19,735 | $20,182-2.2% | $29,483-33.1% | $15,168+30.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |