Filed January 29, 2014
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 6-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,298,452 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,463,186 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,136,172 |
Filed as: BARROW, HANLEY, MEWHINNEY Service code 28 · EIN 04-2645485 | Investment Management | $1,068,757 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $969,676 |
MERCER3 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $648,150 |
Filed as: THE SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $553,170 |
DIAMOND HILL3 years Filed as: DIAMOND HILL CAPITAL MGMT Service code 28 · EIN 65-0190407 | Investment Management | $277,183 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 · EIN 76-6192146 | Securities Custodian | $261,835 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $199,898 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.83% | 8.85%-6.0pp | 9.14%-6.3pp | 8.85%-6.0pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,544-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |