Filed December 22, 2010 (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 |
|---|---|---|
MERCER10+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $1,091,126 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $390,638 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $373,997 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $350,396 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $222,889 |
GOLDMAN SACHS3 years Filed as: 1607 CAPITAL PARTNERS LLC Service code 28 · EIN 26-0529973 | Investment Management | $131,876 |
BLACKROCK4 years Service code 21 · EIN 94-3112180 | Bank Trustee | $121,137 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $58,000 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $56,175 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $20,776 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 0.22% | 9.30%-9.1pp | 6.74%-6.5pp | 9.30%-9.1pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $43,780-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |