Filed April 25, 2013
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $210,906 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MANAGEMENT CO Service code 27 · EIN 20-4659714 | Advisory (Plan) | $96,859 |
LINSCOMB & WILLIAMS6 years Service code 27 · EIN 20-3395446 | Advisory (Plan) | $44,266 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,425 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -23.16% | -7.28%-15.9pp | 22.50%-45.7pp | -14.65%-8.5pp |
| Employer contribution / active EE | $0 | $42,083-100.0% | $33,849-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |