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 |
|---|---|---|
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $305,458 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $279,715 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $262,476 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $244,556 |
QMA1 year Service code 28 · EIN 22-2540245 | Investment Management | $205,930 |
Service code 28 · EIN 95-4861680 | Investment Management | $190,150 |
Filed as: MFS INSTITUTIONAL ADVISORS, INC Service code 28 · EIN 04-3247425 | Investment Management | $104,195 |
Filed as: ARROWPOINT INVESTMENT MANAGEMENT CO Service code 28 · EIN 38-2917921 | Investment Management | $91,569 |
LANDMARK EQUITY ADVISORS LLC3+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 28 · EIN 06-1471488 | Investment Management | $30,164 |
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 13.30% | 12.23%+1.1pp | 10.36%+2.9pp | 13.95%-0.6pp |
| Employer contribution / active EE | $192,380 | $18,059+965.3% | $37,738+409.8% | $16,598+1059.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |