Filed February 12, 2010
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 |
|---|---|---|
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $204,433 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $171,035 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 25 · EIN 81-4017137 | Directed Trustee | $143,528 |
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 13 · EIN 06-1053228 | Contract Administrator | $125,315 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $97,887 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $60,112 |
Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $53,087 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $29,353 |
AUTONOMY CAPITAL1 year Service code 51 | Investment Mgmt Fees | $23,220 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR COMPANY & LLC Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $13,863 |
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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | 2.73% | 62.64%-59.9pp | -2.63%+5.4pp | 2.77%0pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,884-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |