Filed December 30, 2014 (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 9-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 |
|---|---|---|
VIGILANT SERVICES, INC.1+ years Filed as: VIGILANT SERVICES Service code 14 · EIN 93-0877675 | Plan Administrator | $408,000 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $190,012 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $157,827 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $105,151 |
US NATIONAL BANK1+ years Service code 19 · EIN 93-0571730 | Securities Custodian | $90,607 |
GEFFEN MESHER1+ years Filed as: GEFFEN MESHER AND COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $67,500 |
RVK, INC.1+ years Filed as: R.V KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $65,000 |
STOEL RIVES LLP1+ years Filed as: STOEL RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $58,364 |
INVESCO1+ years Filed as: INVESCO PRIVATE CAPITAL, INC. Service code 28 · EIN 13-0372588 | Investment Management | $44,700 |
MMA SECURITIES LLC1+ years Filed as: MARSH Service code 22 · EIN 36-2668272 | Insurance Broker | $39,275 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | -0.72% | 28.71%-29.4pp | 7.98%-8.7pp | 9.19%-9.9pp |
| Employer contribution / active EE | $14,302 | $15,250-6.2% | $23,724-39.7% | $12,608+13.4% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |