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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $526,124 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $307,637 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST Service code 15 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $219,178 |
RUSH UNIVERSITY MEDICAL CENTER2+ years Service code 14 · EIN 36-2174823 1700 WEST VAN BUREN STREET · CHICAGO, IL 60612 | Plan Administrator | $205,140 |
MERCER2+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $157,368 |
Filed as: GMO, LLC Service code 28 · EIN 04-2691242 40 ROWES WORF · BOSTON, MA 02110 | Investment Management | $139,200 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 BOX 83261 · WOBURN, MA 01813 | Consulting | $110,843 |
GARDNER RUSSO2+ years Filed as: GARDNER, RUSSO Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $107,908 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $106,391 |
SKYLINE2+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTN WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $66,161 |
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.
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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 8.22% | 10.84%-2.6pp | 5.00%+3.2pp | 5.86%+2.4pp |
| Employer contribution / active EE | $3,457 | $5,136-32.7% | $35,918-90.4% | $10,137-65.9% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |