Filed April 28, 2009 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $403,633 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $288,682 |
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $247,707 |
GARCIA HAMILTON & ASSOCIATES10+ years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $193,640 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $149,923 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $120,000 |
REAMS ASSET MANAGEMENT4 years Service code 28 · EIN 43-1925734 | Investment Management | $59,945 |
Service code 28 · EIN 13-3200244 | Investment Management | $48,097 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $9,125 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.03% | 11.94%-9.9pp | 6.78%-4.7pp | 8.76%-6.7pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,154-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |