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 10-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 |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $2,088,240 |
VEDDER PRICE8 years Service code 29 · EIN 36-2216929 222 N. LASALLE STREET · CHICAGO, IL 60601 | Legal | $1,866,951 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST CO Service code 15 · EIN 71-0968336 50 S. LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $386,526 |
GARDNER RUSSO6 years Service code 28 · EIN 23-2673088 223 E. CHESTNUT STREET · LANCASTER, PA 17602 | Investment Management | $299,375 |
NEPC, LLC7 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 P.O. BOX 83261 · WOBURN, PA 01813 | Consulting | $192,498 |
Filed as: KEELEY-TETON ADVISORS Service code 28 · EIN 81-4164631 141 WEST JACKSON · CHICAGO, IL 60604 | Investment Management | $128,503 |
WILLIAM BLAIR10+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $100,747 |
FACTSET3 years Filed as: FACTSET RESEARCH SYSTEMS, INC. Service code 15 · EIN 13-3362547 45 GLOVER AVENUE · NORWALK, CT 06850 | Recordkeeping | $87,711 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 36-7045783 780 THIRD AVE · NEW YORK, NY 10017 | Investment Management | $84,658 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG Service code 72 · EIN 06-1818168 731 LEXINGTON AVE · NEW YORK, NY 10022 | Other investment fees and expenses | $16,177 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.77% | 8.48%-6.7pp | 9.84%-8.1pp | 8.48%-6.7pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $30,320-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |