Filed November 3, 2013
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $587,384 |
PIMCO FUNDS11+ years Service code 28 · EIN 33-0629048 | Investment Management | $515,945 |
Filed as: CAMBRIDGE AND ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $236,250 |
PUGH CAPITAL10+ years Service code 28 · EIN 91-1522082 | Investment Management | $206,494 |
FRANKLIN PARK11+ years Service code 16 · EIN 01-0769560 | Consulting | $162,500 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $89,781 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $36,021 |
AON CONSULTING1 year Filed as: AON Service code 11 2001 K STREET NW · WASHINGTON, DC 20006 | Actuarial | $6,097 |
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 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 6.52% | 10.71%-4.2pp | 6.25%+0.3pp | 10.71%-4.2pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $26,962-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $517-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |