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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $460,425 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $445,402 |
FRANKLIN TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $346,917 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $208,559 |
Service code 29 · EIN 95-2077781 | Legal | $160,234 |
BOSTON PARTNERS2 years Filed as: GLOBAL INVESTORS, INC. BOSTON PRNS Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $153,552 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $150,476 |
SHANNON & ASSOCIATES, LLP4+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Direct payment from the plan; Employe... | $136,970 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $119,979 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $113,663 |
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.
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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -3.54% | -1.95%-1.6pp | -0.77%-2.8pp | -1.95%-1.6pp |
| Employer contribution / active EE | $1,668 | $9,243-82.0% | $29,514-94.3% | $9,243-82.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |