Filed January 5, 2009
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $4,404,751 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,900,573 |
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $1,832,136 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $481,443 |
MERCER10+ years Service code 11 · EIN 20-1932099 | Actuarial | $205,498 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $129,790 |
WITHUMSMITH+BROWN, PC7 years Filed as: FROST BROWN TODD Service code 29 · EIN 61-0722001 | Legal | $88,011 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $85,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -6.18% | 8.05%-14.2pp | 6.78%-13.0pp | 9.30%-15.5pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,154-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |