Filed December 8, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $54,903 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $46,583 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $38,738 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $8,574 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | - |
| Annual return | 15.42% | 65.56%-50.1pp | 9.65%+5.8pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $26,259-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |