Filed December 2, 2011 (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 |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $192,704 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $185,620 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $167,107 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $146,457 |
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $67,117 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (US) INC. Service code 28 · EIN 36-7205063 | Investment Management | $26,114 |
THORNHILL FINANCIAL, INC.1+ years Service code 10 · EIN 34-1818419 | Accounting | $15,250 |
Filed as: BOSSHARD INVESTMENT MANAGEMENT CO. Service code 28 · EIN 20-3666600 | Investment Management | $13,000 |
ANCORA ADVISORS1+ years Filed as: ANCORA SECURITIES Service code 28 · EIN 33-1033773 | Investment Management | $6,243 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -8.21% | -1.23%-7.0pp | -3.43%-4.8pp | 1.67%-9.9pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |