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 |
|---|---|---|
DODGE & COX2 years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $251,849 |
TOUCHSTONE RETIREMENT GROUP, LLC3+ years Filed as: TOUCHSTONE CONSULTING Service code 11 · EIN 04-3299274 390 MAIN ST #400 · WORCESTER, MA 01608 | Actuarial | $160,828 |
US BANK3+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST PAUL, MN 55107 | Bank Trustee | $89,632 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 11.02% | 12.51%-1.5pp | 14.20%-3.2pp | 13.95%-2.9pp |
| Employer contribution / active EE | $0 | $17,557-100.0% | $27,968-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |