Filed January 13, 2014 (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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $121,223 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 21 · EIN 94-3112180 400 HOWARD ST · SAN FRANCISCO, CA 941052618 | Bank Trustee | $88,019 |
US BANK10+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Bank Trustee | $72,941 |
MERCER6 years Service code 11 · EIN 13-2834414 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $58,248 |
ARMANINO LLP3 years Service code 10 · EIN 33-2514127 6 CITYPLACE DR · ST. LOUIS, MO 631417194 | Accounting | $24,465 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 3.24% | 11.79%-8.6pp | 10.54%-7.3pp | 8.23%-5.0pp |
| Employer contribution / active EE | $8,974 | $19,735-54.5% | $26,782-66.5% | $13,859-35.3% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |