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 LLC2 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $384,000 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $314,209 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $282,042 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $232,151 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $175,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $160,536 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $118,153 |
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 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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -6.35% | -1.65%-4.7pp | -3.29%-3.1pp | 0.19%-6.5pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $36,762-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |