Filed October 27, 2014
Total covered: 120 employees
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 | Contract Administrator | $685,283 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 95-2632339 | Advisory (Plan) | $123,879 |
ENNIS, PELLUM & ASSOCIATES4 years Filed as: ENNIS PELLUM & ASSOCIATES CPA Service code 10 · EIN 59-1843700 | Accounting | $42,491 |
FID INV INST OPS CO1 year Service code 11 · EIN 04-3532603 | Actuarial | $31,021 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $30,274 |
Filed as: NATIONAL FINANCIAL PARTNERS CORP Service code 27 · EIN 13-4029115 | Advisory (Plan) | $24,376 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $11,466 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 16.75% | 20.09%-3.3pp | 15.31%+1.4pp | 37.74%-21.0pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |