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 CONSULTING5+ years Service code 16 · EIN 54-2062249 | Consulting | $3,072,803 |
NEUBERGER BERMAN5+ years Service code 28 · EIN 02-0654486 | Investment Management | $2,527,398 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $2,388,520 |
DECISIONPATH CONSULTING4 years Service code 16 · EIN 54-1059055 | Consulting | $1,956,836 |
BAILLIE GIFFORD OVERSEAS LTD4 years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $1,928,531 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $1,914,101 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,820,296 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CORNERSTONE INVESTMENT PARTNERS Service code 28 · EIN 58-2620541 | Investment Management | $1,119,990 |
Service code 11 · EIN 53-0181291 | Actuarial | $1,075,733 |
Filed as: EXPERIS IT SERVICES Service code 16 · EIN 75-1300240 | Consulting | $1,042,039 |
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.16% | 24.48%-6.3pp | 13.45%+4.7pp | 24.48%-6.3pp |
| Employer contribution / active EE | $14,485 | $9,418+53.8% | $26,057-44.4% | $9,418+53.8% |
| Participant deferral / active EE | $117 | $501-76.6% | $181-35.3% | $501-76.6% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |