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 |
|---|---|---|
VEDDER PRICE7 years Service code 29 · EIN 36-2216929 222 N. LASALLE STREET · CHICAGO, IL 60601 | Legal | $1,499,061 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,456,975 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST CO Service code 15 · EIN 71-0968336 50 S. LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $573,832 |
GARDNER RUSSO5 years Service code 28 · EIN 23-2673088 223 E. CHESTNUT STREET · LANCASTER, PA 17602 | Investment Management | $297,755 |
Service code 28 · EIN 36-7045783 780 THIRD AVE · NEW YORK, NY 10017 | Investment Management | $271,898 |
NEPC, LLC6 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $161,904 |
KEELEY-TETON ADVISORS, LLC3 years Service code 28 · EIN 81-4164631 141 WEST JACKSON · CHICAGO, IL 60604 | Investment Management | $152,017 |
WILLIAM BLAIR9+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $105,338 |
FACTSET2 years Filed as: FACTSET RESEARCH SYSTEMS, INC. Service code 15 · EIN 13-3362547 45 GLOVER AVENUE · NORWALK, CT 06850 | Recordkeeping | $87,668 |
Filed as: ABERDEEN Service code 28 · EIN 51-0368279 1900 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $65,909 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 10.17% | 33.11%-22.9pp | 32.30%-22.1pp | 33.11%-22.9pp |
| Employer contribution / active EE | $455 | $9,000-94.9% | $33,955-98.7% | $9,000-94.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |