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 COMPANY9+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $881,897 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $750,094 |
LEGG MASON2 years Filed as: LEGG MASON, INC AND SUBSIDIARIES Service code 28 · EIN 52-1200960 | Investment Management | $253,615 |
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $248,472 |
LEGAL & GENERAL INVESTMENT5 years Service code 28 · EIN 20-8058531 | Investment Management | $232,478 |
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 · EIN 58-2236910 | Investment Management | $176,457 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. Service code 28 · EIN 02-0488491 | Investment Management | $155,209 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $150,477 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $145,000 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3361201 | Investment Management | $106,741 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 8.12% | 11.26%-3.1pp | 12.68%-4.6pp | 37.74%-29.6pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,588-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |