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 FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,318,591 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, ID 60602 | Contract Administrator | $621,112 |
GARDNER RUSSO4+ years Filed as: GARDNER, RUSSO Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $255,313 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $207,458 |
RUSH UNIVERSITY MEDICAL CENTER4+ years Service code 14 · EIN 36-2174823 1653 W CONGRESS PARKWAY · CHICAGO, IL 60612 | Plan Administrator | $186,909 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST Service code 15 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $152,329 |
NEPC, LLC1 year Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $126,717 |
MERCER4+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $111,591 |
SKYLINE4+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $98,324 |
WILLIAM BLAIR4+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $82,604 |
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -1.32% | -114.97%+113.6pp | -102.03%+100.7pp | -82.66%+81.3pp |
| Employer contribution / active EE | $0 | $39,358-100.0% | $36,229-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |