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 |
|---|---|---|
Service code 23 · EIN 52-1042410 | Insurance services | $2,627,470 |
MILLIMAN, INC.1 year Filed as: MILLIMAN USA, INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $568,189 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $330,384 |
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $294,625 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $180,701 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $153,383 |
Service code 28 · EIN 13-3200244 | Investment Management | $110,472 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $102,388 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $73,378 |
DIMENSIONAL FUND ADVISORS4+ years Service code 28 · EIN 22-2370029 | Investment Management | $68,712 |
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.
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 | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 14.63% | 1023.85%-1009.2pp | 18.06%-3.4pp | 1023.85%-1009.2pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $30,411-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $40-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |