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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $625,342 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $590,620 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $427,263 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES AND CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $411,273 |
MERCER2 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $320,000 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 28 · EIN 52-1200960 | Investment Management | $243,777 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $234,598 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 22-3361201 | Investment Management | $208,314 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 28 · EIN 02-0488491 | Investment Management | $179,040 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 50 · EIN 34-6565596 | Direct Payment | $151,977 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 12.62% | 9.48%+3.1pp | 9.52%+3.1pp | 12.86%-0.2pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |