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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $762,000 |
JENNIFER HARRIS2 years Service code 28 · EIN 42-1686198 | Investment Management | $505,000 |
AON CONSULTING6 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $391,000 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $310,000 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $170,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $132,000 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 16 · EIN 52-1219029 | Consulting | $110,000 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $75,000 |
Service code 16 · EIN 53-0181291 | Consulting | $46,000 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $38,000 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 3.90% | 9.42%-5.5pp | 8.46%-4.6pp | 37.74%-33.8pp |
| Employer contribution / active EE | $0 | $16,284-100.0% | $25,175-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |