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 |
|---|---|---|
ARROWOOD INDEMNITY COMPANY3 years Service code 10 · EIN 13-5358230 | Accounting | $1,080,669 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $296,722 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $248,612 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $245,673 |
PGIM INVESTMENTS4 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 22-2540245 | Investment Management | $131,246 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $117,373 |
CLEARWATER ANALYTICS2 years Filed as: CLEARWATER Service code 10 · EIN 42-1658172 | Accounting | $112,404 |
MMA SECURITIES LLC3 years Filed as: MARSH USA Service code 23 · EIN 31-6028811 | Insurance services; Other insurance f... | $80,619 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $36,600 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $29,250 |
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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 6.58% | 9.97%-3.4pp | 9.14%-2.6pp | 8.23%-1.6pp |
| Employer contribution / active EE | $0 | $11,966-100.0% | $40,544-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |