Filed February 10, 2011
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $981,398 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES AND CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $397,691 |
MERCER6 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $317,114 |
ATLANTA CAPITAL MANAGEMENT5 years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 · EIN 58-2236910 | Investment Management | $169,718 |
DELOITTE & TOUCHE LLP8 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $146,700 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $145,016 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 22-3361201 | Investment Management | $144,463 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. Service code 28 · EIN 02-0488491 | Investment Management | $128,817 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $113,000 |
LEGAL & GENERAL INVESTMENT6 years Service code 28 · EIN 20-8058531 | Investment Management | $101,442 |
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.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.28% | 7.99%-6.7pp | 9.14%-7.9pp | 8.76%-7.5pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,544-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |