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 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. $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 | $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% |