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 |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK INST TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $617,000 |
HARRIS TRUST AND SAVINGS BANK1+ years Service code 11 · EIN 36-1194448 | Actuarial | $536,000 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $342,000 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $199,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $128,000 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 | Investment Management | $93,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, N.A. Service code 29 · EIN 94-1687665 | Legal | $30,000 |
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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | 1.44% | -1.96%+3.4pp | -2.79%+4.2pp | -0.60%+2.0pp |
| Employer contribution / active EE | $7,220 | $11,651-38.0% | $39,327-81.6% | $12,272-41.2% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |