Filed December 22, 2015 (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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $200,503 |
Service code 28 · EIN 45-2531297 | Investment Management | $148,604 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087311 | Investment Management | $128,821 |
STANDARD LIFE INVESTMENTS1+ years Service code 28 · EIN 98-1124754 | Investment Management | $66,130 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $59,241 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 39-6436442 | Securities Custodian | $55,661 |
CORTINA1+ years Filed as: CORTINA ASSET MANAGEMENT, LLC Service code 28 · EIN 56-2450074 | Investment Management | $52,534 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 28 · EIN 13-3200244 | Investment Management | $47,707 |
L.M. HENDERSON & COMPANY, LLP1+ years Filed as: HENDERSON GENEVA Service code 28 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $39,449 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $28,575 |
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.
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% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.68% | 9.41%-4.7pp | 5.00%-0.3pp | 9.19%-4.5pp |
| Employer contribution / active EE | $11,664 | $8,353+39.6% | $35,918-67.5% | $12,608-7.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |