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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $424,324 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $273,913 |
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $248,346 |
GARCIA HAMILTON & ASSOCIATES9+ years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $203,163 |
NORTHERN TRUST COMPANY9+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $154,227 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $120,000 |
Service code 28 · EIN 13-3200244 | Investment Management | $63,031 |
REAMS ASSET MANAGEMENT3 years Service code 28 · EIN 43-1925734 | Investment Management | $56,073 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $19,500 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 7.16% | 20.09%-12.9pp | 15.31%-8.1pp | 37.74%-30.6pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |