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 FUNDS2+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,344,595 |
Service code 28 · EIN 36-7045783 | Investment Management | $1,292,456 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 | Investment Management | $1,167,065 |
CONESTOGA CAPITAL ADVISORS, LLC2+ years Filed as: CONESTOGA CAPITAL ADVISORS LLC Service code 28 · EIN 23-3072906 | Investment Management | $722,770 |
OFI GLOBAL TRUST COMPANY1 year Service code 28 · EIN 13-3459790 | Investment Management | $694,200 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $651,594 |
SEI INVESTMENTS2+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $640,890 |
Filed as: INSTITUTIONAL CAPITAL, LLC Service code 28 · EIN 13-5582869 | Investment Management | $522,938 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $420,803 |
LCG ASSOCIATES, INC.2+ 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 | $57,821-100.0% | $500,101-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 21.3%-21.3pp | 5.5%-5.5pp |
| Annual return | 7.47% | 5.86%+1.6pp | 2.08%+5.4pp | 5.86%+1.6pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $47,324-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $78-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,916-100.0% | $387-100.0% |