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 |
|---|---|---|
COUNTRY TRUST BANK5 years Service code 17 · EIN 37-0923942 | Pension Consulting | $300,123 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $266,815 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $266,583 |
DWS FUNDS3 years Filed as: RREEF AMERICA Service code 28 · EIN 94-2753537 | Investment Management | $199,798 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL Service code 28 · EIN 36-3718331 | Investment Management | $193,477 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $127,380 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $85,471 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $70,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN Service code 28 · EIN 13-3200244 | Investment Management | $47,718 |
RUBINBROWN LLP6+ years Service code 10 · EIN 43-0765316 | Accounting | $21,000 |
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.
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 | $0 | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | 0.0%0pp |
| Annual return | 10.81% | 12.86%-2.1pp | 5.50%+5.3pp | 12.86%-2.1pp |
| Employer contribution / active EE | $3,185 | $13,687-76.7% | $28,518-88.8% | $13,687-76.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $818-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $7,663-100.0% | - |