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 & COX7+ years Service code 51 · EIN 94-1441976 555 CALIFORNIA STREE · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $20,617,939 |
US BANK7+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Bank Trustee | $9,046,772 |
MERCER3 years Service code 11 · EIN 13-2834414 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $238,835 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 13.75% | 30.31%-16.6pp | 14.84%-1.1pp | 11.84%+1.9pp |
| Employer contribution / active EE | $22,569 | $21,473+5.1% | $37,950-40.5% | $17,339+30.2% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |