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 FUNDS4+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,929,510 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,423,181 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $1,177,498 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $960,312 |
OFI GLOBAL TRUST COMPANY4+ years Filed as: OFI INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 13-4160541 | Investment Management | $951,178 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER INC. Service code 27 · EIN 23-1392932 | Advisory (Plan) | $803,342 |
SEI INVESTMENTS4+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $768,875 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $404,101 |
Service code 28 · EIN 95-2705767 | Investment Management | $261,186 |
LCG ASSOCIATES, INC.1 year 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.
Annual investment return 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.
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 | $311,837-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.20% | 73.13%-79.3pp | 4677.09%-4683.3pp | 73.13%-79.3pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $49,501-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $312-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |