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 |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $468,695 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $246,777 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $161,676 |
AON CONSULTING6 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $119,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $60,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $38,325 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $14,790 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 15.20% | 6.45%+8.7pp | 8.57%+6.6pp | 7.65%+7.5pp |
| Employer contribution / active EE | $125,491 | $20,590+509.5% | $33,010+280.2% | $20,599+509.2% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |