Filed February 6, 2012
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 |
|---|---|---|
SCOUT INVESTMENTS, INC.3 years Service code 27 · EIN 43-1925734 | Advisory (Plan) | $53,304 |
COMERICA BANK9 years Service code 18 · EIN 38-6044114 | Trustee (bank, trust company, or simi... | $28,053 |
Filed as: BAXTER INVESTMENT MANAGEMENT Service code 27 1030 EAST PUTNAM AVENUE · RIVERSIDE, CT 06878 | Advisory (Plan) | $8,811 |
Filed as: OAKTREE Service code 27 333 SOUTH GRAND AVE., 28TH FLOOR · LOS ANGELES, CA 90071 | Advisory (Plan) | $5,288 |
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.
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 | $238,417-100.0% | $197,205-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 26.7%-26.7pp | 39.2%-39.2pp |
| Annual return | 4.16% | 9.91%-5.8pp | 9.79%-5.6pp | 13.91%-9.7pp |
| Employer contribution / active EE | $0 | $41,881-100.0% | $40,174-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $199-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,353-100.0% | $1,949-100.0% | $41,846-100.0% |