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 | $334,820 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $169,209 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $154,603 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $140,519 |
Service code 28 · EIN 95-4861680 | Investment Management | $96,950 |
QMA1 year Filed as: QMA LLC Service code 28 · EIN 22-2540245 | Investment Management | $79,479 |
LANDMARK EQUITY ADVISORS LLC5+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 28 · EIN 06-1471488 | Investment Management | $20,361 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS, INC Service code 28 · EIN 04-3247425 | Investment Management | $13,887 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 8.92% | 18.13%-9.2pp | 14.64%-5.7pp | 16.32%-7.4pp |
| Employer contribution / active EE | $214,231 | $23,138+825.9% | $41,831+412.1% | $17,007+1159.7% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |