Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $971,458 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $570,990 |
PZENA INVESTMENT MANAGEMENT7 years Service code 28 · EIN 13-3860154 120 WEST 45TH STREET · NEW YORK, NY 10036 | Investment Management | $556,229 |
Service code 28 · EIN 48-1140940 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 63105 | Investment Management | $497,380 |
Service code 28 · EIN 04-3532603 900 SALEM STREET, OT2N1 · SMITHFIELD, RI 02917 | Investment Management | $454,384 |
BLACKROCK8+ years Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $135,376 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 9.18% | 9.11%+0.1pp | 35.14%-26.0pp | 9.11%+0.1pp |
| Employer contribution / active EE | $8,680 | $12,231-29.0% | $46,378-81.3% | $12,231-29.0% |
| Participant deferral / active EE | $19 | $1,272-98.5% | $69-72.6% | $1,272-98.5% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |