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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 11 · EIN 13-2834414 | Actuarial | $1,110,420 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 22-1914888 | Investment Management | $1,102,480 |
Filed as: SILCHESTER INTL INVESTORS, LLP Service code 28 · EIN 45-3056700 | Investment Management | $976,820 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON - GSS COMPENSATION FUND Service code 25 · EIN 25-0659306 | Directed Trustee | $940,911 |
BHMS1+ years Service code 28 · EIN 75-2403190 | Investment Management | $831,159 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 | Investment Management | $512,541 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $354,124 |
MORNEAU SHEPELL1+ years Service code 13 875 GREENTREE RD #500 · PITTSBURGH, PA 15220 | Contract Administrator | $286,349 |
DIAMOND HILL1+ years Service code 28 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Investment Management | $261,580 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $248,478 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 53.60% | 18.43%+35.2pp | 14.64%+39.0pp | 24.48%+29.1pp |
| Employer contribution / active EE | $19,368 | $6,699+189.1% | $41,831-53.7% | $9,418+105.6% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |