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 |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $1,488,675 |
PRIMECAP ODYSSEY FUNDS3+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,474,857 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 | Investment Management | $1,184,311 |
CONESTOGA CAPITAL ADVISORS, LLC3+ years Filed as: CONESTOGA CAPITAL ADVISORS LLC Service code 28 · EIN 23-3072906 | Investment Management | $861,573 |
OFI GLOBAL TRUST COMPANY2 years Service code 28 · EIN 13-3459790 | Investment Management | $811,496 |
SEI INVESTMENTS2 years Filed as: COOKE & BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $787,485 |
SEI INVESTMENTS3+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $713,552 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $468,236 |
LCG ASSOCIATES, INC.3+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $250,000 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $233,253 |
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 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 20.35% | 16.32%+4.0pp | 15.63%+4.7pp | 16.32%+4.0pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $56,677-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $93-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |