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 |
|---|---|---|
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $715,072 |
MORNEAU SHEPELL4 years Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $615,786 |
DODGE & COX9+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $344,303 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $329,511 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $325,285 |
Service code 28 · EIN 46-1294859 | Investment Management | $274,174 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN STREET FL1 · BOSTON, MA 021112901 | Bank Trustee | $218,059 |
FRANKLIN TEMPLETON9+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $166,066 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Other fees; Investment management fee... | $105,624 |
CALLAN LLC9+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $29,847 |
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.
Employer contribution per participant 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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.35% | 8.84%-1.5pp | 12.68%-5.3pp | 9.11%-1.8pp |
| Employer contribution / active EE | $3,559 | $8,705-59.1% | $41,588-91.4% | $12,231-70.9% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |