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 & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $449,272 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $445,488 |
FRANKLIN TEMPLETON3+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $362,012 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $207,120 |
Service code 29 · EIN 95-2077781 | Legal | $165,703 |
BOSTON PARTNERS1 year Filed as: GLOBAL INVESTORS, INC. BOSTON PRNS Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $150,290 |
SHANNON & ASSOCIATES, LLP3+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $133,599 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $118,711 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $111,829 |
DAVID ROMANO1 year Filed as: DAVID PIDLAOAN Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $99,311 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 12.77% | 1057.21%-1044.4pp | 10.65%+2.1pp | 1057.21%-1044.4pp |
| Employer contribution / active EE | $1,510 | $14,374-89.5% | $30,880-95.1% | $14,374-89.5% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |