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 INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $562,884 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $419,943 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-2069785 | Consulting | $279,721 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $231,591 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 22-1211670 | Investment Management | $148,916 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $141,750 |
Service code 28 | Investment Management | $111,171 |
BLACKROCK1 year Service code 28 | Investment Management | $50,929 |
CARDINAL CAPITAL MANAGEMENT, LLC3+ years Filed as: CARDINAL CAPITAL MANAGEMENT Service code 28 · EIN 06-1422705 | Investment Management | $43,664 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAP MANAGEMENT CORP Service code 28 · EIN 13-5160382 | Investment Management | $41,648 |
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 16.74% | 14.20%+2.5pp | 11.12%+5.6pp | 23.90%-7.2pp |
| Employer contribution / active EE | $0 | $28,371-100.0% | $22,651-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |