Filed June 14, 2013 (most recent of 4 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $735,000 |
MORLEY CAPITAL MANAGEMENT7+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 67 · EIN 93-0849924 | Other insurance wrap fees | $301,853 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $182,000 |
GARTMORE MORLEY CAPITAL TRUST7+ years Service code 28 · EIN 39-0856417 | Investment Management | $161,000 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $56,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,329 | $91,746+92.2% | $146,665+20.2% | $93,030+89.5% |
| Participation rate | 97.6% | 80.9%+16.7pp | 80.1%+17.6pp | 73.9%+23.7pp |
| Annual return | 13.84% | 18.28%-4.4pp | 22.74%-8.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $6,307 | $2,815+124.1% | $4,136+52.5% | $2,706+133.1% |
| Participant deferral / active EE | $9,345 | $4,589+103.6% | $5,506+69.7% | $4,562+104.8% |
| Admin fee / account holder | $158 | $101+55.9% | $10,280-98.5% | $152+4.0% |