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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $399,897 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2755549 | Advisory (Plan) | $178,504 |
US BANK3+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $155,671 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 43 SE MAIN ST#148 · MINNEAPOLIS, MN 55414 | Advisory (Plan) | $130,181 |
AMERICAN FUNDS3+ years Filed as: LEE MUNDER CAPITAL GROUP LLC Service code 27 · EIN 27-0282607 | Advisory (Plan) | $117,626 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 27 · EIN 25-1890416 | Advisory (Plan) | $93,498 |
Filed as: STEPHENS INVESTMENT MANAGEMENT GR Service code 27 · EIN 20-3456509 | Advisory (Plan) | $56,856 |
PENN CAPITAL MANAGEMENT3+ years Service code 27 · EIN 22-2796848 | Advisory (Plan) | $50,363 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.61% | 26.60%-14.0pp | 10.16%+2.5pp | 17.84%-5.2pp |
| Employer contribution / active EE | $18,836 | $7,232+160.5% | $33,192-43.3% | $14,688+28.2% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |