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 year Filed as: MERCER (US), INC. Service code 50 · EIN 13-2834414 | Direct Payment | $2,526,948 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $2,421,962 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,174,457 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,135,793 |
Filed as: BARROW, HANLEY, MEWHINNEY Service code 28 · EIN 04-2645485 | Investment Management | $1,023,133 |
REED SMITH LLP1 year Service code 50 · EIN 25-0749630 | Direct Payment | $702,606 |
Filed as: THE SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $400,248 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, Service code 28 · EIN 04-2683227 | Investment Management | $292,745 |
Filed as: CHARTWELL INVEST PARTNERS LC Service code 28 · EIN 23-2891243 | Investment Management | $252,727 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MGMT Service code 28 · EIN 65-0190407 | Investment Management | $247,200 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -26.22% | -15.08%-11.1pp | -3.21%-23.0pp | 7.68%-33.9pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,019-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |