Filed October 29, 2012
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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $408,774 |
REED SMITH LLP3+ years Filed as: REEDSMITH LLP Service code 29 · EIN 25-0749630 | Legal | $110,000 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $99,475 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,728 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $32,779 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS INC. Service code 28 · EIN 22-2370029 | Investment Management | $18,107 |
O'BRIEN, RILEY & RYAN, P.C.3+ years Service code 10 · EIN 04-3176941 | Accounting | $13,840 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.60% | 79.68%-65.1pp | 16.78%-2.2pp | 23.90%-9.3pp |
| Employer contribution / active EE | $3,947 | $21,735-81.8% | $26,328-85.0% | $16,539-76.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |