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 |
|---|---|---|
MERCER6+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $1,009,342 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $623,882 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $486,827 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1175091 | Advisory (Plan) | $402,739 |
ROTHSCHILD ASSET MANAGEMENT6+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $334,377 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $218,081 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $199,357 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 11 · EIN 13-4008324 | Actuarial | $147,000 |
DAY PITNEY LLP1 year Service code 29 605 THIRD AVENUE · NEW YORK, NY 10158 | Legal | $131,368 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $110,833 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 14.89% | 12.86%+2.0pp | 10.03%+4.9pp | 12.86%+2.0pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,789-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |