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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $759,206 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $439,724 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES AND CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $393,074 |
Service code 28 · EIN 20-8058531 | Investment Management | $379,534 |
Filed as: WESTERN ASSET MANAGEMENT CO LLC Service code 28 · EIN 52-1200960 | Investment Management | $295,149 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $253,778 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $225,000 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 28 · EIN 02-0488491 | Investment Management | $215,203 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $204,000 |
OFI GLOBAL TRUST COMPANY3 years Filed as: OFI INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 13-4160541 | Investment Management | $190,153 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.60% | 14.29%+4.3pp | 14.64%+4.0pp | 21.83%-3.2pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |