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 | $338,089 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $319,814 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $234,451 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $224,872 |
QMA2 years Service code 28 · EIN 22-2540245 | Investment Management | $139,334 |
Service code 28 · EIN 95-4861680 | Investment Management | $138,917 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS, INC Service code 28 · EIN 04-3247425 | Investment Management | $64,882 |
LANDMARK EQUITY ADVISORS LLC4+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 28 · EIN 06-1471488 | Investment Management | $23,976 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -0.25% | -1.53%+1.3pp | -2.18%+1.9pp | -0.69%+0.4pp |
| Employer contribution / active EE | $12,670 | $14,498-12.6% | $38,751-67.3% | $16,786-24.5% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |