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 |
|---|---|---|
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $819,573 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1175091 | Advisory (Plan) | $448,106 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $373,714 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $302,371 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $290,066 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $250,978 |
GOLDMAN SACHS2+ years Filed as: 1607 CAPITAL PARTNERS Service code 27 · EIN 26-0529973 | Advisory (Plan) | $200,141 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $183,605 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $173,224 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 27 · EIN 20-3888589 | Advisory (Plan) | $120,511 |
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.
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 9.29% | 5.90%+3.4pp | 3.99%+5.3pp | 7.18%+2.1pp |
| Employer contribution / active EE | $0 | $17,826-100.0% | $38,279-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |