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 LLC6+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $1,619,596 |
AON CONSULTING2 years Filed as: AON SERVICE CORPORATION Service code 64 · EIN 35-3051915 | Recordkeeping Fees | $517,884 |
ROYCE6+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $407,297 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $382,059 |
CARDINAL CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1422705 | Investment Management | $277,319 |
DALTON INVESTMENTS LLC6+ years Filed as: DALTON INVESTMENT LLC Service code 28 · EIN 95-4736598 | Investment Management | $161,518 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $140,528 |
AMERICAN FUNDS6+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $125,247 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $22,325 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 2.73% | 13.15%-10.4pp | -2.84%+5.6pp | 11.45%-8.7pp |
| Employer contribution / active EE | $40,750 | $23,714+71.8% | $33,329+22.3% | $17,219+136.7% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |