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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $73,662 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION RESOURCE GROUP Service code 14 · EIN 58-2194059 | Plan Administrator | $49,489 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MAMAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $25,217 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $15,731 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $9,663 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $7,131 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $6,827 |
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -2.03% | -3.49%+1.5pp | 4.36%-6.4pp | 0.19%-2.2pp |
| Employer contribution / active EE | $3,219 | $17,891-82.0% | $27,383-88.2% | $13,763-76.6% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |