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 ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $463,085 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $310,080 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $251,639 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $127,398 |
PGIM INVESTMENTS1 year Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 22-2540245 | Investment Management | $98,737 |
Service code 28 · EIN 95-4861680 | Investment Management | $59,932 |
LANDMARK EQUITY ADVISORS LLC7+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 28 · EIN 06-1471488 | Investment Management | $9,297 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 8.67% | 11.11%-2.4pp | 8.95%-0.3pp | 11.84%-3.2pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |