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 |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $460,562 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $311,390 |
DWS FUNDS5 years Filed as: RREEF AMERICA Service code 28 · EIN 94-2753537 | Investment Management | $236,453 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS GLOBAL Service code 28 · EIN 36-3718331 | Investment Management | $180,106 |
Service code 28 · EIN 48-1140940 | Investment Management | $121,515 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $97,961 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $94,237 |
Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $88,521 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $68,750 |
RUBINBROWN LLP8+ years Service code 10 · EIN 43-0765316 | Accounting | $17,485 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $235,493-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 24.6%-24.6pp | 1.5%-1.5pp |
| Annual return | -13.94% | 23.41%-37.4pp | -6.07%-7.9pp | 23.41%-37.4pp |
| Employer contribution / active EE | $13,684 | $12,650+8.2% | $37,389-63.4% | $12,650+8.2% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $182-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $12,327-100.0% | $14,884-100.0% |