Filed August 18, 1
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CORP Service code 28 · EIN 27-2436452 | Investment Management | $401,898 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $394,146 |
DEUTSCHE BANK SECURITIES INC.2+ years Filed as: DEUTSCHE INVEST MGMT AMERICA INC Service code 28 · EIN 13-5545100 | Investment Management | $211,155 |
EACM ADVISORS LLC2+ years Service code 28 · EIN 20-1348795 | Investment Management | $102,190 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $77,754 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 05-0530199 | Investment Management | $68,451 |
MARSICO CAPITAL MANAGEMENT, LLC2+ years Filed as: MARSICO CAPITAL MANAGEMENT LLC Service code 28 · EIN 84-1434992 | Investment Management | $64,816 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 59-2385219 | Investment Management | $45,106 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNSEL INC Service code 28 · EIN 36-6445325 | Investment Management | $44,002 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $37,504 |
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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | -8.34% | 17.94%-26.3pp | 5.44%-13.8pp | 7.18%-15.5pp |
| Employer contribution / active EE | $90,214 | $12,263+635.7% | $25,481+254.0% | $13,095+588.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |