Filed March 20, 2014
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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $460,007 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $377,007 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $249,236 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $187,174 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $186,838 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $158,370 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $131,482 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $23,113 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Finders' f... | $10,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,890 | $3,611,051-98.3% | $123,892-50.0% | $329,111-81.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 81.4%+18.6pp | 67.9%+32.1pp |
| Annual return | 10.60% | 14.13%-3.5pp | 47.52%-36.9pp | 16.35%-5.8pp |
| Employer contribution / active EE | $920 | $1,947-52.7% | $4,617-80.1% | $2,303-60.1% |
| Participant deferral / active EE | $3,545 | $4,426-19.9% | $5,984-40.8% | $3,682-3.7% |
| Admin fee / account holder | $43 | $9,731-99.6% | $8,357-99.5% | $754-94.3% |