Filed January 1, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: LG INVEST MGMT AMERICA INC Service code 27 · EIN 20-8058531 | Advisory (Plan) | $961,523 |
FID INV INST OPS CO4 years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $343,698 |
MERCER5 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $166,407 |
US BANK10+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $130,653 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 17 · EIN 13-2741729 | Pension Consulting | $9,755 |
LEEWARD INVESTMENTS, LLC3 years Filed as: LEEWARD INVESTMENTS LLC Service code 27 · EIN 47-2540468 | Advisory (Plan) | $9,506 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.65% | 8.50%-6.9pp | 9.84%-8.2pp | 8.76%-7.1pp |
| Employer contribution / active EE | $0 | $11,009-100.0% | $30,320-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |