Filed June 8, 2009 (most recent of 4 filings on file)
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 with Solo.
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See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $909,923 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $403,787 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $274,057 |
CROWE LLP5+ years Service code 10 · EIN 35-0921680 | Accounting | $54,690 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $49,171 |
POYNER & SPRUILL LLP5+ years Service code 29 · EIN 56-1493995 | Legal | $31,571 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $21,187 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 2.39% | 9.71%-7.3pp | 4.92%-2.5pp | 13.24%-10.8pp |
| Employer contribution / active EE | $32,688 | $11,854+175.8% | $39,114-16.4% | $14,616+123.6% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |