Filed March 17, 2009 (most recent of 3 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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Distribution (12b-1) fees; Investment... | $436,417 |
COUNTRY LIFE INSURANCE COMPANY1+ years Service code 17 · EIN 37-0808781 | Pension Consulting | $191,991 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $39,549 |
RUBINBROWN LLP1+ years Service code 10 · EIN 43-0765316 | Accounting | $14,012 |
MARQUETTE ASSOCIATES1+ years Service code 16 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Consulting | $5,400 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $205,401-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | 27.69% | 1.67%+26.0pp | 0.02%+27.7pp | 1.67%+26.0pp |
| Employer contribution / active EE | $7,787 | $10,506-25.9% | $45,513-82.9% | $10,506-25.9% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $109-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $4,705-100.0% | $66,276-100.0% |