Filed January 1, 2012 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $215,231 |
COLUMBIA MGT INVESTMENT ADVISORS2+ years Service code 28 · EIN 04-3480839 | Investment Management | $78,650 |
CAMBIAR INVESTORS LLC2+ years Service code 28 · EIN 84-1596610 | Investment Management | $32,733 |
Filed as: TCW INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 52-1887096 | Investment Management | $25,085 |
RIDGEWORTH2+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 13-3673813 | Investment Management | $19,288 |
INVESCO2+ years Filed as: AIM PRIVATE ASSET MANAGEMENT, INC Service code 28 · EIN 58-1707262 | Investment Management | $15,398 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1198068 | Investment Management | $13,890 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO INVESTMENT MANAGMENT LLC Service code 28 · EIN 98-0202744 | Investment Management | $11,960 |
Filed as: BAIRD EQUITY ASSET MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $11,831 |
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.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 7.07% | 12.40%-5.3pp | 10.16%-3.1pp | 23.90%-16.8pp |
| Employer contribution / active EE | $19,030 | $8,748+117.5% | $33,192-42.7% | $16,539+15.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |