Filed February 24, 2012 (most recent of 3 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 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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 13 · EIN 13-5674085 | Contract Administrator | $391,663 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $50,593 |
ELK CREEK PARTNERS, LLC2+ years Service code 28 · EIN 27-5463196 | Investment Management | $23,247 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $21,815 |
NORTHERN TRUST COMPANY2+ years Service code 18 · EIN 36-1561860 | Custodial (securities); Custodial (ot... | $21,506 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $16,989 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $16,796 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $14,842 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,639 | $41,409-69.5% | $94,993-86.7% | $80,976-84.4% |
| Participation rate | 74.7% | 46.1%+28.6pp | 73.9%+0.8pp | 68.3%+6.4pp |
| Annual return | 13.01% | 18.00%-5.0pp | 27.12%-14.1pp | 22.91%-9.9pp |
| Employer contribution / active EE | $452 | $698-35.2% | $2,603-82.6% | $2,402-81.2% |
| Participant deferral / active EE | $486 | $1,441-66.3% | $3,317-85.4% | $3,848-87.4% |
| Admin fee / account holder | $52 | $48+8.0% | $4,960-99.0% | $67-23.0% |