Filed October 2, 2017
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Service code 11 · EIN 37-0899315 | Actuarial | $142,456 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 13 180 NORTH LASALLE DRIVE · CHICAGO, IL 60601 | Contract Administrator | $75,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF OKLAHOMA Service code 28 · EIN 73-6210970 | Investment Management | $41,466 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-2546180 | Investment Management | $29,285 |
Service code 28 · EIN 45-2531297 | Investment Management | $11,496 |
Filed as: THL C/O ESTERA TRUST (CAYMAN) LTD Service code 28 | Investment Management | $10,205 |
PHILLIPS , SALMI & ASSOCIATES3+ years Filed as: PHILLIPS, SALMI & ASSOCIATES Service code 10 · EIN 27-2509623 | Accounting | $7,700 |
DAVIS & CAMPBELL3+ years Service code 29 · EIN 03-6414777 | Legal | $7,566 |
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.
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | 8.15% | -0.95%+9.1pp | -0.67%+8.8pp | -0.69%+8.8pp |
| Employer contribution / active EE | $44,215 | $18,555+138.3% | $31,731+39.3% | $16,786+163.4% |
| Participant deferral / active EE | $557 | $1,384-59.7% | $473+17.8% | $525+6.1% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |