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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,808,723 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,691,018 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,050,049 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $994,451 |
Filed as: BARROW, HANLEY, MEWHINNEY Service code 28 · EIN 04-2645485 | Investment Management | $985,047 |
MERCER2 years Filed as: MERCER (US), INC. Service code 50 · EIN 13-2834414 | Direct Payment | $569,150 |
Filed as: THE SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $539,961 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL MGMT Service code 28 · EIN 65-0190407 | Investment Management | $242,268 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 · EIN 76-6192146 | Securities Custodian | $226,841 |
Filed as: ROCATON INVESTMENT Service code 28 · EIN 04-3638035 | Investment Management | $224,793 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 9.07% | 9.90%-0.8pp | 12.68%-3.6pp | 13.18%-4.1pp |
| Employer contribution / active EE | $0 | $7,519-100.0% | $41,588-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |