Filed March 27, 2015 (most recent of 3 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 |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $649,312 |
AON CONSULTING7 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $515,019 |
ACCUITY LLP10+ years Service code 10 · EIN 20-5325889 | Accounting | $41,675 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Other fees; Direct payment from the p... | $23,500 |
CARLSMITH BALL LLP2 years Filed as: CARLSMITH BALL, LLP Service code 29 · EIN 99-0035220 | Legal | $2,273 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 3.20% | 10.71%-7.5pp | 6.25%-3.1pp | 10.71%-7.5pp |
| Employer contribution / active EE | $955 | $14,986-93.6% | $26,962-96.5% | $14,986-93.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $517-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |