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 CONSULTING3+ years Service code 16 · EIN 54-2062249 | Consulting | $3,936,964 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC Service code 28 · EIN 62-0951781 | Investment Management | $2,451,858 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 02-0654486 | Investment Management | $2,428,662 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $2,323,496 |
INSERIS LLC3+ years Filed as: INSERIS Service code 16 · EIN 27-4715972 | Consulting | $1,946,195 |
Filed as: CORNERSTONE INVESTMENT PARTNERS INC Service code 28 · EIN 58-2620541 | Investment Management | $1,897,213 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,873,045 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $1,797,259 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,689,084 |
Service code 16 · EIN 52-1915109 | Consulting | $1,137,773 |
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 11 reportable transactions. $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 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 15.30% | 1057.21%-1041.9pp | 11.12%+4.2pp | 1057.21%-1041.9pp |
| Employer contribution / active EE | $16,361 | $14,374+13.8% | $22,651-27.8% | $14,374+13.8% |
| Participant deferral / active EE | $113 | $351-67.9% | $198-42.9% | $351-67.9% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |