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 |
|---|---|---|
MORNEAU SHEPELL3 years Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $490,814 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $339,497 |
Service code 28 · EIN 46-1294859 | Investment Management | $324,775 |
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $323,572 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $294,682 |
DODGE & COX8+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $268,043 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN STREET FL1 · BOSTON, MA 021112901 | Bank Trustee | $206,623 |
FRANKLIN TEMPLETON8+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $160,976 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); So... | $68,463 |
CALLAN LLC8+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $25,583 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -15.97% | -6.02%-9.9pp | -3.21%-12.8pp | 23.41%-39.4pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,019-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |