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 |
|---|---|---|
MORNEAU SHEPELL3+ years Service code 13 875 GREENTREE RD #500 · PITTSBURGH, PA 15220 | Contract Administrator | $2,447,936 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,273,782 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 22-1914888 | Investment Management | $1,224,282 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON - GSS COMPENSATION FUND Service code 25 · EIN 25-0659306 | Directed Trustee | $985,807 |
BHMS3+ years Service code 28 · EIN 75-2403190 | Investment Management | $958,652 |
Filed as: BNY MELLON INVESTMENTS CORP Service code 28 1 OXFORD CENTER · PITTSBURGH, PA 15219 | Investment Management | $802,059 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 11 · EIN 13-2834414 | Actuarial | $785,100 |
Filed as: SILCHESTER INTL INVESTORS, LLP Service code 28 · EIN 45-3056700 | Investment Management | $566,603 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $328,808 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 | Investment Management | $325,356 |
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.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 3.97% | 9.17%-5.2pp | 8.95%-5.0pp | 13.51%-9.5pp |
| Employer contribution / active EE | $1,592 | $5,235-69.6% | $46,559-96.6% | $8,170-80.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |