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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP9+ years Service code 17 · EIN 13-4008324 | Pension Consulting | $51,500 |
INSERO & CO. CPAS, LLP8 years Filed as: INSERO & CO. Service code 10 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Accounting | $24,600 |
HORIZONS RETIREMENT INCORPORATED9+ years Service code 13 · EIN 76-0551734 2 STATE STREET, #300 · ROCHESTER, NY 14614 | Contract Administrator | $18,916 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 14 · EIN 36-1561860 | Plan Administrator | $14,322 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 11.30% | 10.19%+1.1pp | 78.53%-67.2pp | 9.89%+1.4pp |
| Employer contribution / active EE | $10,045 | $17,053-41.1% | $31,628-68.2% | $14,313-29.8% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |