Filed January 24, 2014 (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 8-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 |
|---|---|---|
VEDDER PRICE6 years Service code 29 · EIN 36-2216929 222 N. LASALLE STREET · CHICAGO, IL 60601 | Legal | $1,127,831 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $756,657 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST CO Service code 15 · EIN 71-0968336 50 S. LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $431,582 |
Service code 28 · EIN 36-7045783 780 THIRD AVE · NEW YORK, NY 10017 | Investment Management | $317,566 |
GARDNER RUSSO4 years Service code 28 · EIN 23-2673088 223 E. CHESTNUT STREET · LANCASTER, PA 17602 | Investment Management | $213,169 |
Service code 28 · EIN 81-4164631 141 WEST JACKSON · CHICAGO, IL 60604 | Investment Management | $169,886 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $125,669 |
WILLIAM BLAIR8+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $87,862 |
NEPC, LLC5 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 P.O. BOX 83261 · WOBURN, MA 01813 | Consulting | $84,443 |
Filed as: ABERDEEN Service code 28 · EIN 51-0368279 1900 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $66,711 |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -99.56% | -41.91%-57.7pp | -38.85%-60.7pp | -14.65%-84.9pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |