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 |
|---|---|---|
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $978,696 |
GOLDMAN SACHS3+ years Filed as: 1607 CAPITAL PARTNERS Service code 27 · EIN 26-0529973 | Advisory (Plan) | $358,544 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $355,228 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $275,929 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $227,944 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 27 · EIN 20-3888589 | Advisory (Plan) | $215,178 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $169,047 |
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1175091 | Advisory (Plan) | $121,062 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $120,564 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 | Actuarial | $52,000 |
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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 15.02% | 11.30%+3.7pp | 9.60%+5.4pp | 23.90%-8.9pp |
| Employer contribution / active EE | $127,592 | $21,004+507.5% | $45,595+179.8% | $16,539+671.4% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |