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 COMPANY4+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $546,153 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES AND CO L.P. Service code 50 · EIN 04-3200030 | Direct Payment | $468,543 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $428,844 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $424,702 |
ARTISAN PARTNERS4+ years Service code 50 · EIN 30-0551775 | Direct Payment | $405,367 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $302,569 |
OFI GLOBAL TRUST COMPANY4+ years Service code 28 · EIN 13-3459790 | Investment Management | $253,133 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $252,306 |
BRADFORD & MARZEC1 year Filed as: BRADFORD & MARZEC, INC. Service code 28 · EIN 95-3893480 | Investment Management | $234,022 |
Filed as: WESTFIELD CAPITAL MGMT CO. L.P. Service code 28 · EIN 80-0175963 | Investment Management | $228,023 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.24% | -0.94%-2.3pp | -2.18%-1.1pp | 33.37%-36.6pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |