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 MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $242,875 |
COLUMBIA MGT INVESTMENT ADVISORS3+ years Service code 28 · EIN 04-3480839 | Investment Management | $87,857 |
Filed as: TCW INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 52-1887096 | Investment Management | $30,511 |
CAMBIAR INVESTORS LLC3+ years Service code 28 · EIN 84-1596610 | Investment Management | $25,252 |
RIDGEWORTH3+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 13-3673813 | Investment Management | $20,863 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD EQUITY ASSET MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $13,918 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO INVESTMENT MANAGMENT LLC Service code 28 · EIN 98-0202744 | Investment Management | $13,446 |
INVESCO3+ years Filed as: AIM PRIVATE ASSET MANAGEMENT, INC Service code 28 · EIN 58-1707262 | Investment Management | $12,040 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $8,869 |
Filed as: WELLS INVESTMENT MANAGEMENT INC Service code 28 · EIN 75-2358043 | Investment Management | $6,144 |
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.
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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | 11.77% | -2.51%+14.3pp | -102.03%+113.8pp | -0.69%+12.5pp |
| Employer contribution / active EE | $22,174 | $11,346+95.4% | $36,229-38.8% | $16,786+32.1% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |