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 LLP2+ years Filed as: PENSION RESOURCE GROUP Service code 14 · EIN 58-2194059 | Plan Administrator | $60,407 |
Service code 16 · EIN 90-0337987 | Consulting | $54,304 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $30,571 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $23,210 |
GOLDMAN SACHS2+ years Service code 28 · EIN 13-4019460 | Investment Management | $23,063 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $15,071 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $7,429 |
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.
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 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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 1.08% | 12.38%-11.3pp | 10.53%-9.5pp | 23.90%-22.8pp |
| Employer contribution / active EE | $7,361 | $23,325-68.4% | $29,360-74.9% | $16,539-55.5% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |