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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,685,797 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $2,300,612 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management; Investment man... | $949,799 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $773,782 |
STRATEGIC GLOBAL ADVISORS1 year Service code 28 100 BAYVIEW CIRCLE · NEWPORT BEACH, CA 92660 | Investment Management | $770,783 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $717,196 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $707,763 |
AEW CAPITAL MANAGEMENT3 years Filed as: AEW Service code 28 601 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $676,609 |
TS&W INTERNATIONAL5+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $589,145 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $525,756 |
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 | $147,937 | $121,259+22.0% | $162,163-8.8% | $89,569+65.2% |
| Participation rate | 91.1% | 90.0%+1.1pp | 87.6%+3.6pp | 69.6%+21.5pp |
| Annual return | 22.61% | 22.23%+0.4pp | 115.59%-93.0pp | 34.56%-11.9pp |
| Employer contribution / active EE | $5,995 | $4,435+35.2% | $5,614+6.8% | $2,584+132.0% |
| Participant deferral / active EE | $8,232 | $6,620+24.4% | $7,298+12.8% | $4,220+95.1% |
| Admin fee / account holder | $136 | $101+34.7% | $10,843-98.7% | $72+89.6% |