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 LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $2,067,582 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 28 · EIN 04-3492668 | Investment Management | $713,811 |
RR DONNELLEY2+ years Filed as: R.R. DONNELLEY Service code 16 · EIN 36-1004130 | Consulting | $703,700 |
MILLIMAN, INC.2+ years Service code 28 · EIN 91-0675641 | Investment Management | $640,766 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $629,305 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $584,138 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $494,144 |
Service code 28 · EIN 84-6051226 | Investment Management | $457,298 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $374,691 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $275,772 |
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 8.17% | 16.32%-8.1pp | 10.53%-2.4pp | 16.32%-8.1pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $29,360-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |