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 | $525,329 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $457,198 |
SHANNON & ASSOCIATES, LLP6+ years Filed as: SHANNON, TRACY Service code 30 · EIN 95-2097171 | Direct payment from the plan; Employe... | $309,099 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $235,595 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $175,280 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $144,825 |
BOSTON PARTNERS1 year Filed as: BOSTON PRNS GLOBAL INVESTORS, INC. Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $139,893 |
JOHN YOUNG4 years Service code 30 · EIN 95-2097171 | Employee (plan); Direct payment from ... | $122,005 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $115,165 |
DAVID ROMANO4 years Filed as: DAVID PIDLAOAN Service code 30 · EIN 95-2097171 | Direct payment from the plan; Employe... | $105,060 |
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.
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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 14.70% | 13.80%+0.9pp | 9.65%+5.1pp | 13.80%+0.9pp |
| Employer contribution / active EE | $1,824 | $10,386-82.4% | $27,458-93.4% | $10,386-82.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |