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.
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| Provider | Service type | Compensation |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC5+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $944,754 |
ROYCE5+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $444,448 |
AON CONSULTING1 year Filed as: AON SERVICE CORPORATION Service code 64 · EIN 35-3051915 | Recordkeeping Fees | $362,833 |
CARDINAL CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 06-1422705 | Investment Management | $344,298 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $336,088 |
DALTON INVESTMENTS LLC5+ years Filed as: DALTON INVESTMENT LLC Service code 28 · EIN 95-4736598 | Investment Management | $180,295 |
AMERICAN FUNDS5+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $134,070 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $63,682 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $5,165 |
See 1 actuary disclosure with Solo.
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 15.31% | 221.56%-206.3pp | 29.77%-14.5pp | 53.27%-38.0pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |