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.2+ years Filed as: VIGILANT SERVICES Service code 14 · EIN 93-0877675 | Plan Administrator | $408,000 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $236,877 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $152,333 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $117,656 |
US NATIONAL BANK2+ years Service code 19 · EIN 93-0571730 | Securities Custodian | $95,631 |
GEFFEN MESHER2+ years Filed as: GEFFEN MESHER AND COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $71,000 |
STOEL RIVES LLP2+ years Filed as: STOEL RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $66,423 |
RVK, INC.1 year Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $65,000 |
INVESCO2+ years Filed as: INVESCO PRIVATE CAPITAL, INC. Service code 28 · EIN 13-0372588 | Investment Management | $41,004 |
MMA SECURITIES LLC2+ years Filed as: MARSH Service code 22 · EIN 36-2668272 | Insurance Broker | $40,081 |
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.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.90% | 35.86%-24.0pp | 10.53%+1.4pp | 17.84%-5.9pp |
| Employer contribution / active EE | $8,574 | $23,588-63.7% | $29,360-70.8% | $14,688-41.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |