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 | $323,546 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $175,414 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $165,791 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $118,620 |
Service code 28 · EIN 95-4861680 | Investment Management | $79,196 |
QMA2 years Filed as: QMA LLC Service code 28 · EIN 22-2540245 | Investment Management | $74,981 |
LANDMARK EQUITY ADVISORS LLC6+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 28 · EIN 06-1471488 | Investment Management | $12,930 |
MARKIT1 year Filed as: MARKIT NORTH AMERICA, INC Service code 34 · EIN 13-4154988 | Valuation (appraisals, etc.); Direct ... | $5,083 |
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 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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 12.60% | 10.61%+2.0pp | 9.52%+3.1pp | 627.08%-614.5pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |