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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $1,711,847 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $777,039 |
MERCER1+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 1565 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $316,540 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST Service code 15 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $282,192 |
GARDNER RUSSO1+ years Filed as: GARDNER, RUSSO Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $270,707 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $244,238 |
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 | $172,278 |
SKYLINE1+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $161,037 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 101 S HANLEY RD · CLAYTON, MO 63105 | Investment Management | $150,000 |
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.
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | 0.00% | -2.14%+2.1pp | -2.00%+2.0pp | -2.16%+2.2pp |
| Employer contribution / active EE | $0 | $37,316-100.0% | $34,470-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |