Filed April 5, 2017 (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 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $661,113 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $115,348 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $102,195 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIPS & BARKER CHTD. Service code 29 · EIN 52-1229560 | Legal | $95,457 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $55,510 |
CAMBIAR INVESTORS LLC3 years Filed as: CAMBIAR INTERNATIONAL Service code 28 2401 E. 2ND AVENUE · DENVER, CO 80206 | Investment Management | $7,390 |
Filed as: SCHRODERS INVESTMENT MGMT N. AMERIC Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $6,515 |
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.
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 5.36% | 8.60%-3.2pp | 8.31%-2.9pp | 13.24%-7.9pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |