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 |
|---|---|---|
DWS FUNDS7 years Filed as: RREEF AMERICA Service code 28 · EIN 94-2753537 | Investment Management | $366,136 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $296,137 |
FRANKLIN TEMPLETON7 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 | Investment Management | $287,602 |
Service code 28 · EIN 13-3200244 | Investment Management | $262,959 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $252,360 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $152,392 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $130,727 |
WELLINGTON TRUST COMPANY6 years Service code 28 · EIN 04-2755549 | Investment Management | $116,233 |
MARQUETTE ASSOCIATES8 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $68,375 |
RUBINBROWN LLP10+ years Service code 10 · EIN 43-0765316 | Accounting | $34,855 |
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 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 5.08% | 9.30%-4.2pp | 5.83%-0.7pp | 9.30%-4.2pp |
| Employer contribution / active EE | $9,577 | $12,557-23.7% | $38,352-75.0% | $12,557-23.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $165-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |