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 LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,543,647 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $3,047,761 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $901,257 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $797,775 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $748,417 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $709,848 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $667,853 |
TS&W INTERNATIONAL8+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $523,192 |
INSIGHT INVESTMENTS2 years Service code 28 200 PARK AVENUE · NEW YORK, NY 10166 | Investment Management | $474,163 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $470,280 |
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 | $146,143 | $118,441+23.4% | $151,611-3.6% | $89,394+63.5% |
| Participation rate | 91.6% | 88.0%+3.7pp | 87.5%+4.2pp | 71.3%+20.4pp |
| Annual return | -15.02% | -9.10%-5.9pp | 3.33%-18.4pp | -11.89%-3.1pp |
| Employer contribution / active EE | $5,985 | $4,770+25.5% | $6,166-2.9% | $3,022+98.0% |
| Participant deferral / active EE | $9,448 | $7,648+23.5% | $8,363+13.0% | $5,123+84.4% |
| Admin fee / account holder | $147 | $90+64.4% | $11,616-98.7% | $79+85.5% |