Filed June 27, 2014 (most recent of 5 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 |
|---|---|---|
MERCER4+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $591,235 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $414,051 |
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $336,357 |
DODGE & COX4+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $326,273 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $325,275 |
FRANKLIN TEMPLETON4+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $288,361 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $212,289 |
HOOD RIVER CAPITAL MANAGEMENT4+ years Filed as: HOOD RIVER Service code 28 ONE SW COLUMBIA STREET · PORTLAND, OR 97258 | Investment Management | $210,688 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $200,833 |
CALLAN LLC4+ years Filed as: CALLAN ASSOCIATE, INC. Service code 50 · EIN 94-2192581 | Direct Payment | $102,333 |
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.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.80% | -0.94%-2.9pp | -2.18%-1.6pp | 33.37%-37.2pp |
| Employer contribution / active EE | $8,176 | $12,464-34.4% | $38,751-78.9% | $11,253-27.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |