Filed October 18, 2019 (most recent of 2 filings on file)
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 FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $157,654 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $122,239 |
ALSTON & BIRD LLP4+ years Service code 29 · EIN 58-0137615 | Legal | $113,077 |
Filed as: BARING ASSET MANAGEMENT Service code 28 · EIN 04-2429117 | Investment Management | $105,426 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $64,155 |
MERCER4+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $18,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -15.68% | 33.37%-49.0pp | -2.99%-12.7pp | 33.37%-49.0pp |
| Employer contribution / active EE | $11,366 | $11,253+1.0% | $41,623-72.7% | $11,253+1.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |