Filed February 23, 2016 (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 9-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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION RESOURCE GROUP Service code 14 · EIN 58-2194059 | Plan Administrator | $72,729 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $43,315 |
GOLDMAN SACHS1+ years Service code 28 · EIN 13-4019460 | Investment Management | $37,806 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $22,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 16 · EIN 58-2194059 | Consulting | $13,776 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $12,261 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 06-6033492 | Claims processing | $7,182 |
MAZURSKY CONSTANTINE LLC1+ years Filed as: MAZURSKY & CONSTANTINE Service code 29 · EIN 27-3547321 | Legal | $5,453 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $5,094 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 9.09% | 7.17%+1.9pp | 7.98%+1.1pp | 7.18%+1.9pp |
| Employer contribution / active EE | $4,065 | $13,444-69.8% | $23,724-82.9% | $13,095-69.0% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |