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 FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $467,444 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $275,000 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $273,240 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $165,100 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $113,914 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $102,970 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $53,669 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $43,750 |
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 5.99% | 8.57%-2.6pp | 174.94%-168.9pp | 11.45%-5.5pp |
| Employer contribution / active EE | $21,029 | $13,016+61.6% | $38,590-45.5% | $17,219+22.1% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |