Filed August 2, 2012 (most recent of 3 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. $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 |
|---|---|---|
PGIM INVESTMENTS5 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 655 BROAD STREET · NEWARK, NY 07102 | Investment Management | $213,845 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 36-7045783 780 3RD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $201,700 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 301 S COLLEGE ST 3800 · CHARLETTE, NC 28202 | Investment Management | $103,400 |
RELIANCE TRUST COMPANY9 years Filed as: RELIANCE TRUST Service code 28 · EIN 35-7085469 | Investment Management | $11,884 |
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.
Employer contribution per participant 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 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 9.64% | 9.22%+0.4pp | 8.80%+0.8pp | 9.22%+0.4pp |
| Employer contribution / active EE | $5,164 | $13,567-61.9% | $29,429-82.5% | $13,567-61.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $58-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |