Filed December 22, 2010 (most recent of 2 filings on file)
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 3-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 |
|---|---|---|
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $296,680 |
Filed as: CBIZ TAX AND ADVISORY SERVICES Service code 65 · EIN 36-4256931 | Account Maintenance | $275,315 |
MERCER1 year Filed as: MERCER CONSULTING GROUP LLC Service code 11 · EIN 13-2618206 | Actuarial | $184,598 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $107,395 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $71,739 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON Service code 29 · EIN 58-0511774 | Legal | $46,957 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 39-4469485 | Accounting | $30,000 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $17,048 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $16,474 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.04% | 5.48%-4.4pp | 9.84%-8.8pp | 9.30%-8.3pp |
| Employer contribution / active EE | $186 | $9,127-98.0% | $30,320-99.4% | $12,557-98.5% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |