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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 1565 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $603,896 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $397,628 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $319,954 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST Service code 15 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $304,899 |
RUSH UNIVERSITY MEDICAL CENTER1+ years Service code 14 · EIN 36-2174823 1700 WEST VAN BUREN STREET · CHICAGO, IL 60612 | Plan Administrator | $172,342 |
Filed as: GMO, LLC Service code 28 · EIN 04-2691242 40 ROWES WORF · BOSTON, MA 02110 | Investment Management | $143,751 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 BOX 83261 · WOBURN, MA 01813 | Consulting | $128,129 |
GARDNER RUSSO1+ years Filed as: GARDNER, RUSSO Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $122,779 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $108,436 |
VEDDER PRICE1+ years Filed as: VEDDER, PRICE Service code 29 · EIN 36-2216929 222 NORTH LASALLE STREET · CHICAGO, IL 60601 | Legal | $83,351 |
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.
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 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -66.64% | 3.11%-69.8pp | -2.00%-64.6pp | 3.11%-69.8pp |
| Employer contribution / active EE | $3,603 | $9,361-61.5% | $34,470-89.5% | $9,361-61.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |