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 LLP8+ years Service code 17 · EIN 13-4008324 | Pension Consulting | $47,542 |
HORIZONS RETIREMENT INCORPORATED8+ years Service code 13 · EIN 76-0551734 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Contract Administrator | $20,903 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 14 · EIN 36-1561860 | Plan Administrator | $14,885 |
INSERO & CO. CPAS, LLP7 years Filed as: INSERO & CO. Service code 10 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Accounting | $12,495 |
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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -17.98% | 178.88%-196.9pp | 22.50%-40.5pp | -5.25%-12.7pp |
| Employer contribution / active EE | $0 | $21,448-100.0% | $33,849-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |