Filed November 26, 2001
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 |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC3+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $2,024,665 |
ROYCE3+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $806,174 |
Filed as: CIM INVESTMENT MANAGEMENT LTD Service code 28 | Investment Management | $775,914 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $458,940 |
DALTON INVESTMENTS LLC3+ years Filed as: DALTON INVESTMENT LLC Service code 28 · EIN 95-4736598 | Investment Management | $426,028 |
CARDINAL CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1422705 | Investment Management | $402,914 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $298,149 |
AMERICAN FUNDS3+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $111,279 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $68,117 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $29,652 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.47% | 79.68%-68.2pp | 16.78%-5.3pp | 23.90%-12.4pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |