Filed October 17, 2011 (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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 PO BOX 105758 · ATLANTA, GA 30348 | Insurance services | $441,816 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $97,700 |
HARTLAND & CO1+ years Filed as: HARTLAND & COMPANY Service code 20 · EIN 34-1597728 | Trustee (individual) | $90,905 |
Filed as: FIFTH THIRD CUSTODY Service code 21 · EIN 31-1051736 | Bank Trustee | $78,388 |
BOSTON PARTNERS1+ years Service code 21 909 THIRD AVENUE · NEW YORK, NY 10022 | Bank Trustee | $62,134 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 21 PO BOX 74282 · CLEVELAND, OH 44194 | Bank Trustee | $36,668 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MGMT Service code 21 · EIN 31-1192865 | Bank Trustee | $32,514 |
THOMPSON HINE1+ years Service code 29 127 PUBLIC SQUARE, #3900 · CLEVELAND, OH 44114 | Legal | $5,877 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | -4.48% | 6.04%-10.5pp | 5.44%-9.9pp | 9.19%-13.7pp |
| Employer contribution / active EE | $13,136 | $12,925+1.6% | $25,481-48.4% | $12,608+4.2% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |