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 |
|---|---|---|
MERCER4 years Service code 11 · EIN 13-2834414 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $262,946 |
DODGE & COX8+ years Service code 51 · EIN 94-1441976 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $199,059 |
US BANK8+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Bank Trustee | $88,762 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 6 CITYPLACE DR · ST. LOUIS, MO 631417194 | Accounting | $14,700 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -11.62% | 178.88%-190.5pp | 22.50%-34.1pp | -5.25%-6.4pp |
| Employer contribution / active EE | $35,287 | $21,448+64.5% | $33,849+4.2% | $15,166+132.7% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |