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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD. Service code 14 · EIN 52-1883918 | Plan Administrator | $1,210,838 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $409,128 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $120,000 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $89,690 |
IRON MOUNTAIN2 years Filed as: IRON MOUNTAIN INCORPORATED Service code 36 · EIN 23-2588479 | Copying and duplicating; Direct payme... | $18,952 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 7.25% | 33.11%-25.9pp | 15.31%-8.1pp | 33.11%-25.9pp |
| Employer contribution / active EE | $2,858 | $9,000-68.2% | $28,686-90.0% | $9,000-68.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |