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 |
|---|---|---|
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $444,477 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $422,384 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $309,283 |
TRANSOMATIC CORPORATION1+ years Service code 15 · EIN 54-2103755 | Recordkeeping | $207,976 |
ISSI1+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $172,258 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVT MGMT DBA BOSTON PARTNER Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $137,151 |
SHANNON & ASSOCIATES, LLP1+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $124,860 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $119,129 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $117,616 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $113,720 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | 4.56% | -0.08%+4.6pp | -0.79%+5.3pp | -0.08%+4.6pp |
| Employer contribution / active EE | $1,389 | $7,991-82.6% | $28,419-95.1% | $7,991-82.6% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |