Filed May 2, 2016 (most recent of 2 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 |
|---|---|---|
SLC MANAGEMENT6 years Service code 28 · EIN 47-3503928 | Investment Management | $239,223 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCES Service code 11 · EIN 01-0233346 | Actuarial | $156,069 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4370632 | Investment Management | $144,788 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5130382 | Bank Trustee | $42,476 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $20,300 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 3.62% | 3.90%-0.3pp | 8.57%-5.0pp | 8.76%-5.1pp |
| Employer contribution / active EE | $13,836 | $12,005+15.3% | $33,010-58.1% | $16,627-16.8% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |