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 CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $481,627 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $185,713 |
FRANKLIN TEMPLETON6 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 | Investment Management | $182,214 |
FRANKLIN TEMPLETON5 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $168,583 |
DWS FUNDS6 years Filed as: RREEF AMERICA Service code 28 · EIN 94-2753537 | Investment Management | $166,235 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $103,809 |
Service code 28 · EIN 48-1140940 | Investment Management | $96,953 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $68,750 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $61,018 |
Service code 28 · EIN 13-3200244 | Investment Management | $56,189 |
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 | $13,363-100.0% | $381,452-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 33.3%-33.3pp | 2.2%-2.2pp |
| Annual return | 7.02% | 9.11%-2.1pp | 7.47%-0.4pp | 9.11%-2.1pp |
| Employer contribution / active EE | $10,544 | $12,231-13.8% | $44,557-76.3% | $12,231-13.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $182-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,849-100.0% | $125-100.0% |