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 FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,286,790 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $883,902 |
MERCER6+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $258,557 |
GARDNER RUSSO2 years Service code 28 · EIN 23-2673088 223 E CHESTNUT STREET · LANCASTER, PA 17602 | Investment Management | $186,974 |
NEPC, LLC3 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $140,733 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 15 · EIN 71-0968336 50 S. LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $88,048 |
FACTSET1 year Filed as: FACTSET RESEARCH SYSTEMS INC Service code 15 · EIN 13-3362547 45 GLOVER AVENUE · NORWALK, CT 06850 | Recordkeeping | $49,408 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 45-2531297 800 FIFTH AVENUE · SEATTLE, WA 98104 | Investment Management | $47,930 |
VEDDER PRICE4 years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $45,051 |
SKYLINE6+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $35,802 |
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 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 9.06% | 99.73%-90.7pp | 90.60%-81.5pp | 259.13%-250.1pp |
| Employer contribution / active EE | $0 | $35,076-100.0% | $32,727-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |