Filed May 5, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCES CONSULTANT Service code 11 · EIN 13-2834414 | Actuarial | $152,777 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & C Service code 28 · EIN 04-2691242 | Investment Management | $22,232 |
SB & COMPANY, LLC3+ years Service code 10 · EIN 20-2153727 | Accounting | $18,217 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $14,894 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $11,060 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 28 · EIN 04-3532603 | Investment Management | $8,864 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $6,429 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.33% | 26.60%-13.3pp | 10.16%+3.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,366 | $7,232-67.3% | $33,192-92.9% | $14,688-83.9% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |