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 FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,451,743 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $716,064 |
GARDNER RUSSO1 year Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $130,722 |
MERCER5+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $125,302 |
NEPC, LLC2 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $100,612 |
RUSH UNIVERSITY MEDICAL CENTER5+ years Service code 14 · EIN 36-2174823 1653 W CONGRESS PARKWAY · CHICAGO, IL 60612 | Plan Administrator | $52,762 |
SKYLINE5+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $50,387 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 1918 EIGHTH AVENUE · SEATTLE, WA 98101 | Investment Management | $47,158 |
WILLIAM BLAIR5+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $36,629 |
VEDDER PRICE3 years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $30,966 |
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 14.99% | 21.43%-6.4pp | 20.73%-5.7pp | 12.16%+2.8pp |
| Employer contribution / active EE | $0 | $39,469-100.0% | $36,500-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |