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 BANK3 years Service code 17 · EIN 37-0923942 | Pension Consulting | $567,310 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Consulting | $155,979 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $82,619 |
Filed as: UBS GLOBAL Service code 28 · EIN 61-1553760 | Investment Management | $72,739 |
DWS FUNDS1 year Filed as: RREEF AMERICA Service code 28 · EIN 58-2364506 | Investment Management | $41,190 |
RUBINBROWN LLP4+ years Service code 10 · EIN 43-0765316 | Accounting | $31,728 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $19,403 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $18,013 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $13,185 |
Filed as: JPMORGAN Service code 28 · EIN 13-3200244 | Investment Management | $11,080 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $148,425-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | -9.40% | 33.37%-42.8pp | 38.14%-47.5pp | 33.37%-42.8pp |
| Employer contribution / active EE | $8,333 | $11,253-26.0% | $34,245-75.7% | $11,253-26.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $185-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $10,234-100.0% | $99,113-100.0% |