Filed October 9, 2009 (most recent of 4 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 |
|---|---|---|
PRIMECAP ODYSSEY FUNDS1+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,370,946 |
Service code 28 · EIN 36-7045783 | Investment Management | $1,362,208 |
OFI GLOBAL TRUST COMPANY1+ years Filed as: OFI INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 13-3459790 | Investment Management | $731,948 |
CONESTOGA CAPITAL ADVISORS, LLC1+ years Filed as: CONESTOGA CAPITAL ADVISORS LLC Service code 28 · EIN 23-3072906 | Investment Management | $681,311 |
SEI INVESTMENTS1+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $674,699 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER Service code 27 · EIN 13-2944656 | Advisory (Plan) | $637,200 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 | Investment Management | $637,200 |
Filed as: INSTITUTIONAL CAPITAL, LLC Service code 28 · EIN 13-5582869 | Investment Management | $611,528 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $440,166 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $250,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $177,167-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -0.62% | 3.11%-3.7pp | -2.52%+1.9pp | 3.11%-3.7pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $82,375-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $201-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $1,917-100.0% | - |