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.
See the 3-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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CORP Service code 28 · EIN 27-2436452 | Investment Management | $449,989 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $439,260 |
DEUTSCHE BANK SECURITIES INC.2+ years Filed as: DEUTSCHE INVEST MGMT AMERICA INC Service code 28 · EIN 13-3241232 | Investment Management | $252,583 |
EACM ADVISORS LLC2+ years Filed as: EACM ADVISORS, LLC Service code 28 · EIN 20-1348795 | Investment Management | $116,698 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $85,627 |
MARSICO CAPITAL MANAGEMENT, LLC2+ years Filed as: MARSICO CAPITAL MANAGEMENT LLC Service code 28 · EIN 84-1434992 | Investment Management | $81,768 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-5545100 | Investment Management | $75,761 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $50,849 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNSEL INC Service code 28 · EIN 36-6445325 | Investment Management | $44,346 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $43,760 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | -8.60% | 6.04%-14.6pp | 5.44%-14.0pp | 9.19%-17.8pp |
| Employer contribution / active EE | $34,670 | $12,925+168.3% | $25,481+36.1% | $12,608+175.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |