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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Service code 18 · EIN 36-1561860 | Custodial (other than securities) | $394,260 |
Filed as: C&R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $297,544 |
MERCER2+ years Service code 15 · EIN 61-0736136 | Recordkeeping | $196,088 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $89,188 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $84,612 |
GOLDMAN SACHS2+ years Filed as: 1607 CAPITAL PARTNERS Service code 27 · EIN 26-0529973 | Advisory (Plan) | $84,599 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $73,924 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $46,619 |
DODGE & COX2+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $44,720 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN, P.C Service code 29 · EIN 11-2340639 | Legal | $41,213 |
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.
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.
Plan reported a final filing / termination within the last year.
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -94.54% | -4.13%-90.4pp | -2.99%-91.6pp | -82.66%-11.9pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |