Filed July 1, 2011 (most recent of 5 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 |
|---|---|---|
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $3,899,608 |
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,137,383 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $928,884 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $865,250 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $843,728 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $798,944 |
LAZARD ASSET MANAGEMENT9 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $751,297 |
WILLIAM BLAIR9 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $503,182 |
THE BANK OF NEW YORK MELLON7 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 201 WASHINGTON STREET · BOSTON, MA 021084408 | Investment Management | $463,747 |
Filed as: PRINCIPAL SMALL CAP SELECT Service code 28 801 GRAND AVE · DES MOINES, IA 50309 | Investment Management | $455,203 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,283 | $171,977+35.1% | $200,582+15.8% | $140,769+65.0% |
| Participation rate | 97.8% | 93.2%+4.6pp | 86.9%+10.9pp | 74.2%+23.7pp |
| Annual return | 18.21% | 19.20%-1.0pp | 42.33%-24.1pp | 16.82%+1.4pp |
| Employer contribution / active EE | $7,309 | $6,031+21.2% | $6,419+13.9% | $3,906+87.1% |
| Participant deferral / active EE | $12,587 | $9,366+34.4% | $9,331+34.9% | $6,717+87.4% |
| Admin fee / account holder | $159 | $68+134.5% | $16,305-99.0% | $229-30.5% |