Filed April 27, 2016
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 |
|---|---|---|
SEI INVESTMENTS8 years Filed as: SEI INVESTMENT MANAGAMENT CORP. Service code 28 · EIN 04-2452803 | Investment Management | $552,518 |
Service code 11 · EIN 81-5205719 | Actuarial | $283,409 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $185,566 |
ORRICK, HERRINGTON & SUTCLIFFE LLP10+ years Service code 29 · EIN 94-2952627 | Legal | $155,285 |
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $33,088 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $26,160 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 49 · EIN 11-3658445 | Other Services | $25,000 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $19,710 |
HRMECCA INC7 years Service code 11 · EIN 20-8060423 | Actuarial | $6,906 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -0.05% | 9.97%-10.0pp | 9.14%-9.2pp | 8.23%-8.3pp |
| Employer contribution / active EE | $54,545 | $11,966+355.8% | $40,544+34.5% | $13,859+293.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |