Filed June 1, 2012 (most recent of 5 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 6-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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,096,081 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $327,772 |
MORNEAU SHEPELL1+ years Filed as: MORNEAU SHEPELL LIMITED Service code 49 · EIN 52-1883918 | Other Services | $163,865 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $102,000 |
CURCIO WEBB1+ years Filed as: CURCIO WEBB, LLC Service code 17 · EIN 34-4171366 | Pension Consulting | $6,674 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 14.18% | 1023.85%-1009.7pp | 18.06%-3.9pp | 1023.85%-1009.7pp |
| Employer contribution / active EE | $2,826 | $11,605-75.6% | $30,411-90.7% | $11,605-75.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $40-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |