Filed February 11, 1
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 |
|---|---|---|
AON CONSULTING7 years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,315,727 |
Filed as: FIDELITY MGMT TRUST CO Service code 16 · EIN 04-3022712 | Consulting | $1,154,753 |
Filed as: HEALTH CARE SERVICE Service code 13 · EIN 36-1236610 | Contract Administrator | $910,109 |
Filed as: PARAMETIRC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $811,191 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MGMT CO Service code 28 · EIN 33-0629048 | Investment Management | $581,881 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $557,771 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $382,583 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 28 · EIN 20-3847783 | Investment Management | $343,908 |
DWS FUNDS2 years Filed as: RREEF AMERICA II LP Service code 28 · EIN 92-1440977 | Investment Management | $295,300 |
ARIEL INVESTMENTS, LLC10+ years Service code 28 · EIN 02-0712418 | Investment Management | $255,387 |
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.
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.
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 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 1.06% | 9.30%-8.2pp | 3.48%-2.4pp | 9.30%-8.2pp |
| Employer contribution / active EE | $40,594 | $12,557+223.3% | $31,972+27.0% | $12,557+223.3% |
| Participant deferral / active EE | $997 | $2,867-65.2% | $83+1108.2% | $2,867-65.2% |
| Admin fee / account holder | $0 | $0 | $0 | - |