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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $349,649 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $285,171 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $224,962 |
BABSON CAPITAL2+ years Service code 51 · EIN 54-0504477 | Investment Mgmt Fees | $215,973 |
Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $194,984 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT CO Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $161,059 |
Filed as: ARROWPOINT INVESTMENT MANAGEMENT CO Service code 51 · EIN 38-2917921 | Investment Mgmt Fees | $100,178 |
Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $97,383 |
LANDMARK EQUITY ADVISORS LLC2+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 51 · EIN 06-1471488 | Investment Mgmt Fees | $41,721 |
Filed as: LANDMARK EQUITY ADVISORS Service code 51 · EIN 06-1519082 | Investment Mgmt Fees | $0 |
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 7.76% | 5.80%+2.0pp | 4.74%+3.0pp | 11.88%-4.1pp |
| Employer contribution / active EE | $45,860 | $15,506+195.8% | $36,089+27.1% | $14,612+213.8% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |