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 |
|---|---|---|
PACIFIC INV. MANAGEMENT COMPANY1+ years Service code 28 · EIN 33-0629048 | Investment Management | $367,626 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $328,063 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 22 · EIN 13-5570651 | Insurance Broker | $252,481 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $245,857 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV INTL. VALUE EQUITY TRUST Service code 28 · EIN 20-0726879 | Investment Management | $241,895 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $201,487 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS,LLP Service code 10 · EIN 13-4008324 | Accounting | $196,628 |
ELLWOOD ASSOCIATES1+ years Filed as: J.H. ELLWOOD & ASSOC. Service code 28 · EIN 36-3121777 | Investment Management | $123,847 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $94,307 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $38,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -5.11% | 0.61%-5.7pp | -2.90%-2.2pp | 1.67%-6.8pp |
| Employer contribution / active EE | $55,396 | $9,133+506.5% | $27,990+97.9% | $10,506+427.3% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |