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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $963,801 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $507,340 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $352,707 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $279,837 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $223,216 |
BLACKROCK2 years Service code 21 · EIN 94-3112180 | Bank Trustee | $162,061 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $157,561 |
ROTHSCHILD ASSET MANAGEMENT8+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $102,339 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 28 · EIN 04-1590850 | Investment Management | $62,763 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 11 · EIN 13-4008324 | Actuarial | $60,000 |
See 1 actuary disclosure with Solo.
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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 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -21.81% | 23.41%-45.2pp | -10.68%-11.1pp | 23.41%-45.2pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $48,995-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |