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 |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 1100 ABERNATHY ROAD NE., SUITE 400 · ATLANTA, GA 303285634 | Advisory (Plan) | $378,283 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $286,529 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2755549 | Advisory (Plan) | $211,790 |
US BANK4+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $154,604 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 27 43 SE MAIN ST #148 · MINNEAPOLIS, MN 55414 | Advisory (Plan) | $134,506 |
Filed as: STEPHENS INVESTMENT MANAGEMENT GR Service code 27 · EIN 20-3456509 | Advisory (Plan) | $124,925 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 27 · EIN 25-1890416 | Advisory (Plan) | $120,513 |
PENN CAPITAL MANAGEMENT4+ years Service code 27 · EIN 22-2796848 | Advisory (Plan) | $107,168 |
AMERICAN FUNDS4+ years Filed as: LEE MUNDER CAPITAL GROUP LLC Service code 27 · EIN 27-0282607 | Advisory (Plan) | $99,938 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.23% | 9.64%-14.9pp | -102.03%+96.8pp | 33.37%-38.6pp |
| Employer contribution / active EE | $4,941 | $8,034-38.5% | $36,229-86.4% | $11,253-56.1% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |