Filed September 8, 2010 (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 |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $351,276 |
REAL ESTATE MANAGEMENT1+ years Service code 28 · EIN 04-3631880 | Investment Management | $101,616 |
Filed as: GMO Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $72,889 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $66,170 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $61,734 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $52,881 |
NEW SOUTH1+ years Service code 28 · EIN 62-1237220 | Investment Management | $45,176 |
Filed as: BRANDYWINE Service code 28 · EIN 51-0344524 | Investment Management | $38,504 |
AXIOM INTERNATIONAL1+ years Service code 28 · EIN 13-4039296 | Investment Management | $18,241 |
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.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.33% | 4.01%-6.3pp | -2.00%-0.3pp | 1.67%-4.0pp |
| Employer contribution / active EE | $10,214 | $6,352+60.8% | $34,470-70.4% | $10,506-2.8% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |