Filed April 9, 2007 (most recent of 3 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $908,357 |
AON CONSULTING3+ years Service code 10 · EIN 23-2293237 | Accounting | $705,608 |
MERCER1 year Filed as: PAVILION CONSULTING Service code 18 227 W MONROE ST. · CHICAGO, IL 60606 | Custodial (other than securities); Di... | $116,379 |
SLOCUM & ASSOCIATES3+ years Filed as: SLOCUM CONSULTING Service code 18 · EIN 41-1567437 | Investment management fees paid direc... | $75,524 |
Filed as: HIGHLAND CONSULTING Service code 17 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Pension Consulting | $30,510 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 8.26% | 26.60%-18.3pp | 10.16%-1.9pp | 17.84%-9.6pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |