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 & COX3 years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $197,765 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING Service code 11 · EIN 04-3299274 390 MAIN STR #400 · WORCESTER, MA 01608 | Actuarial | $104,255 |
US BANK4+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST PAUL, MN 55107 | Bank Trustee | $89,572 |
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -4.98% | -1.43%-3.5pp | -0.70%-4.3pp | -0.69%-4.3pp |
| Employer contribution / active EE | $0 | $25,105-100.0% | $28,903-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |