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 |
|---|---|---|
MERCER5 years Service code 11 · EIN 13-2834414 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Actuarial | $184,405 |
US BANK9+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Bank Trustee | $77,117 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 51 · EIN 94-3112180 400 HOWARD ST · SAN FRANCISCO, CA 941052618 | Investment Mgmt Fees | $56,733 |
DODGE & COX9+ years Service code 51 · EIN 94-1441976 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $54,427 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 6 CITYPLACE DR · ST. LOUIS, MO 631417194 | Accounting | $27,300 |
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.
Participant contribution per participant 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.
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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 10.72% | 10.19%+0.5pp | 78.53%-67.8pp | 9.89%+0.8pp |
| Employer contribution / active EE | $0 | $17,053-100.0% | $31,628-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |