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 FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,032,812 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $553,456 |
GARDNER RUSSO3+ years Filed as: GARDNER, RUSSO Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $408,423 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST Service code 15 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $381,919 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $309,642 |
RUSH UNIVERSITY MEDICAL CENTER3+ years Service code 14 · EIN 36-2174823 1700 WEST VAN BUREN STREET · CHICAGO, IL 60612 | Plan Administrator | $208,732 |
SKYLINE3+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTN WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $194,001 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 26-1429809 101 S HANLEY RD · CLAYTON, MO 63105 | Investment Management | $146,353 |
MERCER3+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $135,368 |
WILLIAM BLAIR3+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $86,703 |
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.
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 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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 9.39% | 9.89%-0.5pp | 10.16%-0.8pp | 10.21%-0.8pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |