Filed September 26, 2013
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 10-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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 50 · EIN 30-0282430 | Direct Payment | $341,614 |
Filed as: FIDELITY INV INST OPS CO Service code 10 · EIN 04-2647786 | Accounting | $329,267 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $230,708 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $96,213 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $75,000 |
THOMPSON HINE8 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $55,840 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $11,550 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 1.43% | 7.65%-6.2pp | 6.74%-5.3pp | 7.65%-6.2pp |
| Employer contribution / active EE | $98,214 | $20,599+376.8% | $43,780+124.3% | $20,599+376.8% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |