Filed September 29, 2009 (most recent of 2 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $234,246 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $133,714 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 13 · EIN 22-2232264 | Contract Administrator | $115,061 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 200 COLUMBINE STREET, #800 · DENVER, CO 80206 | Investment Management | $46,009 |
Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 900 THIRD AVENUE 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $11,136 |
BAIRD FUNDS1 year Service code 28 615 E. MICHIGAN STREET, 3RD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $10,923 |
APEX CAPITAL MANAGEMENT1 year Filed as: APEX Service code 28 10050 INNOVATION DRIVE, SUITE 120 · DAYTON, OH 45342 | Investment Management | $7,936 |
Service code 28 2805 DALLAS PARKWAY · PLANO, TX 75093 | Investment Management | $7,039 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $6,590 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 10050 INNOVATION DRIVE · DAYTON, OH 45342 | Investment Management | $5,545 |
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 7.65% | 5.90%+1.8pp | 3.99%+3.7pp | 7.18%+0.5pp |
| Employer contribution / active EE | $0 | $17,826-100.0% | $38,279-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |