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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-2723087 | Bank Trustee | $414,488 |
ARTISAN PARTNERS1+ years Service code 50 · EIN 30-0551775 | Direct Payment | $336,989 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $330,343 |
MORGAN LEWIS1+ years Filed as: MORGAN LEWIS BOOKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $259,222 |
BRADFORD & MARZEC1+ years Filed as: BRADFORD AND MARZEC Service code 50 · EIN 26-1870753 | Direct Payment | $243,328 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES AND CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $223,384 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $220,551 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 27 · EIN 20-1665304 | Advisory (Plan) | $200,266 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $194,081 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT Service code 50 · EIN 80-0175963 | Direct Payment | $174,169 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.09% | -0.09%-2.0pp | -0.81%-1.3pp | 1.67%-3.8pp |
| Employer contribution / active EE | $95,535 | $11,440+735.1% | $38,425+148.6% | $10,506+809.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |