Filed January 1, 2012
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 |
|---|---|---|
EXCELLA CONSULTING1+ years Service code 16 · EIN 54-2062249 | Consulting | $3,105,101 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC Service code 28 · EIN 62-0951781 | Investment Management | $2,350,179 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 02-0654486 | Investment Management | $2,174,798 |
Filed as: GRANTHAM MAYO VAN OTTERLOO Service code 28 · EIN 04-2691242 | Investment Management | $2,166,844 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $1,764,653 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CORNERSTONE INVESTMENT PARTNERS Service code 28 · EIN 58-2620541 | Investment Management | $1,742,040 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,607,026 |
SPEAR SOLUTIONS INC1+ years Filed as: SPEAR SOLUTIONS Service code 16 · EIN 27-1974099 | Consulting | $1,545,194 |
INSERIS LLC1+ years Filed as: INSERIS Service code 16 · EIN 27-4715972 | Consulting | $1,542,010 |
CAPRICORN SYSTEMS INC1+ years Service code 16 · EIN 58-2514176 | Consulting | $1,191,631 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -2.20% | -0.08%-2.1pp | 16.23%-18.4pp | -0.08%-2.1pp |
| Employer contribution / active EE | $15,491 | $7,991+93.9% | $17,605-12.0% | $7,991+93.9% |
| Participant deferral / active EE | $102 | $325-68.7% | $237-57.1% | $325-68.7% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |