Filed October 10, 2012 (most recent of 5 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 · EIN 52-1042410 | Insurance services | $7,852,347 |
MILLIMAN, INC.1+ years Service code 28 · EIN 91-0675641 | Investment Management | $2,967,060 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $1,276,035 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $1,201,498 |
Service code 28 · EIN 84-6051226 | Investment Management | $1,035,945 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $773,381 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $755,532 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $660,497 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 28 · EIN 04-3492668 | Investment Management | $580,860 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 22-2370029 | Investment Management | $395,153 |
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.
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 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 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | -71.88% | 5.86%-77.7pp | 7.98%-79.9pp | 5.86%-77.7pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $23,724-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $53-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |