Filed May 4, 2010 (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 8-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 |
|---|---|---|
MELNICK1+ years Filed as: MELNICK CONSULTING GROUP, INC. Service code 11 · EIN 95-4675838 5950 CANOGA AVENUE · WOODLAND HILLS, CA 91367 | Actuarial | $680,054 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $668,239 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $190,078 |
Service code 49 · EIN 47-3842212 | Other Services | $49,659 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $46,990 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $36,900 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $35,080 |
REAMS ASSET MANAGEMENT1+ years Service code 28 · EIN 02-0782928 | Investment Management | $29,190 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $27,621 |
HEXAVEST INC.1+ years Filed as: HEXAVEST Service code 28 · EIN 87-8721125 | Investment Management | $19,841 |
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.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 16.47% | 26.60%-10.1pp | 10.16%+6.3pp | 17.84%-1.4pp |
| Employer contribution / active EE | $24,280 | $7,232+235.7% | $33,192-26.8% | $14,688+65.3% |
| Participant deferral / active EE | $4,497 | $539+733.6% | $66+6737.1% | $770+484.3% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |