Filed April 10, 2003 (most recent of 2 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 |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 27 · EIN 36-7045783 | Advisory (Plan) | $226,790 |
Service code 28 · EIN 20-8262386 | Investment Management | $127,061 |
EARNEST PARTNERS, LLC1 year Service code 28 1180 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $105,549 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $402 |
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 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 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 15.30% | 5230.06%-5214.8pp | 6.78%+8.5pp | 5230.06%-5214.8pp |
| Employer contribution / active EE | $614 | $10,491-94.1% | $28,542-97.8% | $10,491-94.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $763-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |