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 LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $1,066,533 |
Service code 28 · EIN 20-8058531 | Investment Management | $727,968 |
MILLIMAN, INC.3+ years Service code 28 · EIN 91-0675641 | Investment Management | $712,164 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $361,803 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 28 · EIN 04-3492668 | Investment Management | $256,457 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $220,197 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $182,762 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $161,256 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $147,214 |
Service code 99 · EIN 41-1719690 | Other Fees | $146,979 |
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 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.88% | 73.13%-80.0pp | 4.36%-11.2pp | 73.13%-80.0pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $27,383-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |