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 CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $217,422 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $194,772 |
Filed as: GMO LLC Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $110,403 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $97,775 |
AXIOM INTERNATIONAL4+ years Service code 28 · EIN 13-4039296 | Investment Management | $53,936 |
REAL ESTATE MANAGEMENT4+ years Service code 28 · EIN 04-3631880 | Investment Management | $48,173 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (securities); Direct paymen... | $24,465 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 999 S. SHADY GROVE ROAD · MEMPHIS, TN 38120 | Investment Management | $14,251 |
Filed as: TRANSAMERICA Service code 28 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Investment Management | $9,000 |
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.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.02% | 9.64%-15.7pp | -102.03%+96.0pp | 33.37%-39.4pp |
| Employer contribution / active EE | $5,239 | $8,034-34.8% | $36,229-85.5% | $11,253-53.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |