Filed December 8, 2010 (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 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 |
|---|---|---|
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $512,912 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO IN Service code 28 · EIN 95-2632339 | Investment Management | $456,428 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $22,566 |
POLSINELLI1 year Service code 29 · EIN 43-3275867 | Legal | $13,718 |
COMMONSPIRIT HEALTH1 year Service code 35 · EIN 47-0617373 | Direct payment from the plan; Employe... | $8,208 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 91-0565546 | Bank Trustee | $8,100 |
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.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 0.30% | 9.64%-9.3pp | -102.03%+102.3pp | 33.37%-33.1pp |
| Employer contribution / active EE | $1,673 | $8,034-79.2% | $36,229-95.4% | $11,253-85.1% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |