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 |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $514,945 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $513,689 |
CARDINAL CAPITAL MANAGEMENT, LLC2+ years Filed as: CARDINAL CAPITAL MANAGEMENT Service code 28 · EIN 06-1422705 | Investment Management | $282,552 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $216,868 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON GSS COMPENSATION Service code 21 · EIN 25-0065306 | Bank Trustee | $204,575 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-2069785 | Consulting | $173,225 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 22-1211670 | Investment Management | $167,914 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAP MANAGEMENT CORP Service code 28 · EIN 13-5160382 | Investment Management | $74,738 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $69,411 |
CAMBRIDGE INVESTMENT RESEARCH2+ 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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 8.97% | 3.15%+5.8pp | 1.15%+7.8pp | 7.18%+1.8pp |
| Employer contribution / active EE | $0 | $18,767-100.0% | $26,339-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |