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 |
|---|---|---|
ARROWOOD INDEMNITY COMPANY2 years Service code 10 · EIN 13-5358230 | Accounting | $1,009,075 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $258,210 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $258,067 |
MMA SECURITIES LLC2 years Filed as: MARSH USA Service code 23 · EIN 31-6028811 | Insurance services; Other insurance f... | $255,313 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $223,107 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $113,047 |
PGIM INVESTMENTS3 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 22-2540245 | Investment Management | $110,178 |
CLEARWATER ANALYTICS1 year Filed as: CLEARWATER Service code 10 · EIN 42-1658172 | Accounting | $42,170 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $35,420 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $28,875 |
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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 8.09% | 9.74%-1.7pp | 12.68%-4.6pp | 9.89%-1.8pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,588-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |