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 |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,300,952 |
PRIMECAP ODYSSEY FUNDS5+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,058,056 |
IRIDIAN ASSET MANAGEMENT, LLC2 years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $985,859 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $957,064 |
OFI GLOBAL TRUST COMPANY5+ years Filed as: OFI INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 13-4160541 | Investment Management | $918,596 |
SEI INVESTMENTS5+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $759,743 |
SEI INVESTMENTS2 years Filed as: COOKE & BIELER INC. Service code 27 · EIN 23-1392932 | Advisory (Plan) | $715,398 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $627,597 |
Service code 28 · EIN 95-2705767 | Investment Management | $550,343 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $348,372 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 23.24% | 1023.85%-1000.6pp | 12.90%+10.3pp | 1023.85%-1000.6pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $53,929-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $78-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |