Filed June 29, 2010 (most recent of 2 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 |
|---|---|---|
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $509,273 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $478,089 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $266,874 |
CARDINAL CAPITAL MANAGEMENT, LLC1+ years Filed as: CARDINAL CAPITAL MANAGEMENT Service code 28 · EIN 06-1422705 | Investment Management | $261,680 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-2069785 | Consulting | $252,644 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 22-1211670 | Investment Management | $221,785 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON GSS COMPENSATION Service code 21 · EIN 25-0065306 | Bank Trustee | $121,181 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAP MANAGEMENT CORP Service code 28 · EIN 13-5160382 | Investment Management | $98,945 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $61,950 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 4100 N FAIRFAX DR, STE. 1300 · ARLINGTON, VA 222031664 | Investment Management | $6,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | 0.38% | -1.64%+2.0pp | 16.23%-15.8pp | -0.60%+1.0pp |
| Employer contribution / active EE | $0 | $19,166-100.0% | $17,605-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |