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 |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO IN Service code 28 · EIN 95-2632339 | Investment Management | $428,028 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $129,962 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $128,172 |
Filed as: FIDELITY Service code 15 · EIN 04-3275867 | Recordkeeping | $66,205 |
COMMONSPIRIT HEALTH2 years Service code 35 · EIN 47-0617373 | Direct payment from the plan; Employe... | $9,292 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 48.27% | 34.64%+13.6pp | 20.73%+27.5pp | 21.83%+26.4pp |
| Employer contribution / active EE | $1,230 | $7,654-83.9% | $36,500-96.6% | $12,237-90.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |