Filed May 31, 2012
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 |
|---|---|---|
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 · EIN 05-0530199 | Advisory (Plan) | $1,301,935 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $714,938 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $644,114 |
Filed as: BARROW,HANLEY,MEWHINNEY&STRAUSS,LLC Service code 27 · EIN 75-2403190 | Advisory (Plan) | $581,843 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT LLC Service code 28 · EIN 62-1237220 | Investment Management | $579,672 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $433,866 |
THE BANK OF NEW YORK MELLON4+ years Service code 10 · EIN 13-5160382 | Accounting | $278,071 |
CREDIT SUISSE1 year Filed as: CREDIT SUISSE ASSET MGMT LLC Service code 28 · EIN 13-2774791 | Investment Management | $256,248 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 36-3608252 | Investment Management | $132,431 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 10 · EIN 25-6078093 | Accounting | $125,800 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.28% | -1.95%-2.3pp | 4.36%-8.6pp | -1.95%-2.3pp |
| Employer contribution / active EE | $2,508 | $9,243-72.9% | $27,383-90.8% | $9,243-72.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |