Filed August 3, 2010 (most recent of 2 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 |
|---|---|---|
METROPOLITAN WEST ASSET MANAGEMENT10+ years Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-3703295 | Investment Mgmt Fees | $540,928 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $528,262 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $265,081 |
ROBECO INVESTMENT MANAGEMENT4 years Filed as: ROBECO INVESTMENT MGMT COMPANY Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $212,557 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $185,199 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $146,353 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST CO. Service code 18 · EIN 36-1561860 | Custodial (securities); Custodial (ot... | $107,034 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $92,162 |
SCHWARTZ STEINSAPIR DOHRMANN & SOMM10+ years Service code 29 · EIN 95-2077781 | Legal | $79,254 |
RVK, INC.10+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $74,407 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 8.75% | 8.48%+0.3pp | 148.21%-139.5pp | 8.48%+0.3pp |
| Employer contribution / active EE | $1,854 | $9,949-81.4% | $26,792-93.1% | $9,949-81.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |