Filed October 26, 2011 (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 5-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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $681,478 |
SIDLEY AUSTIN LLP2 years Filed as: SIDLEY & AUSTIN Service code 29 · EIN 36-4474078 | Legal | $95,725 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Direct payment from the plan; Shareho... | $40,290 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $24,000 |
ROBECO INVESTMENT MANAGEMENT5+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $6,559 |
HARBOR SERVICES GROUP, INC.5+ years Filed as: HARBOR SERVICES GROUP, INC Service code 59 · EIN 34-1953399 | Shareholder Servicing | $0 |
HARBOR SERVICES GROUP, INC.5+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.4%-47.4pp |
| Annual return | 1.98% | 12.78%-10.8pp | 12.93%-11.0pp | 12.16%-10.2pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |