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 BANK4 years Service code 17 · EIN 37-0923942 | Pension Consulting | $596,492 |
DWS FUNDS2 years Filed as: RREEF AMERICA Service code 28 · EIN 94-2753537 | Investment Management | $254,340 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL Service code 28 · EIN 36-3718331 | Investment Management | $224,478 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $174,703 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 | Investment Management | $167,184 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $131,423 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $110,625 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 28 · EIN 13-3200244 | Investment Management | $100,993 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $73,931 |
RUBINBROWN LLP5+ 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.
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 | $341,093,897-100.0% | $189,344-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | 0.0%0pp |
| Annual return | 16.86% | 21.83%-5.0pp | 11.02%+5.8pp | 21.83%-5.0pp |
| Employer contribution / active EE | $9,087 | $12,237-25.7% | $33,824-73.1% | $12,237-25.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $418-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,088-100.0% | $1,551,325-100.0% |