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 |
|---|---|---|
Service code 10 · EIN 13-5358230 | Accounting | $657,965 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $249,092 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $246,538 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $215,705 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $151,922 |
PGIM INVESTMENTS2 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 22-2540245 | Investment Management | $105,658 |
MMA SECURITIES LLC1 year Filed as: MARSH USA Service code 23 · EIN 31-6028811 | Other insurance fees and expenses; In... | $87,286 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $33,705 |
POYNER & SPRUILL LLP1 year Filed as: POYNER SPRUILL Service code 29 · EIN 56-1493995 | Legal | $26,374 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $25,500 |
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.
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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -6.41% | -0.56%-5.9pp | -3.21%-3.2pp | 39.77%-46.2pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,019-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |