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 |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $499,328 |
RELIANCE TRUST COMPANY6 years Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 1100 ABERNATHY ROAD NE., SUITE 400 · ATLANTA, GA 30328 | Advisory (Plan) | $333,024 |
MERCER4 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $160,324 |
LEEWARD INVESTMENTS, LLC2 years Filed as: LEEWARD INVESTMENTS LLC Service code 27 · EIN 47-2540468 | Advisory (Plan) | $47,700 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC Service code 17 · EIN 13-2741729 | Pension Consulting | $37,245 |
US BANK9+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $14,207 |
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.
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 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 8.14% | 9.71%-1.6pp | 32.30%-24.2pp | 9.11%-1.0pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,955-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |