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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $299,567 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $286,846 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $224,820 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $216,735 |
NORTHERN TRUST COMPANY2+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $169,713 |
GARCIA HAMILTON & ASSOCIATES2+ years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 27 · EIN 76-0589652 | Advisory (Plan) | $121,711 |
ELLWOOD ASSOCIATES2+ years Filed as: J.H. ELLWOOD & ASSOC. Service code 28 · EIN 36-3121777 | Investment Management | $119,591 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $46,354 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $24,462 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS,LLP Service code 10 · EIN 13-4008324 | Accounting | $12,825 |
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 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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.20% | 28.71%-23.5pp | 7.98%-2.8pp | 9.19%-4.0pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |