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 CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $187,842 |
Service code 11 · EIN 13-3689047 | Actuarial | $183,550 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $154,160 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $73,416 |
AXIOM INTERNATIONAL6+ years Service code 28 · EIN 13-4039296 | Investment Management | $57,264 |
REAL ESTATE MANAGEMENT6+ years Service code 28 · EIN 04-3631880 | Investment Management | $46,472 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 999 S. SHADY GROVE ROAD · MEMPHIS, TN 38120 | Investment Management | $34,809 |
Service code 28 · EIN 90-0337987 | Investment Management | $17,080 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $7,669 |
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.42% | 12.77%-0.3pp | 90.60%-78.2pp | 12.86%-0.4pp |
| Employer contribution / active EE | $5,762 | $8,963-35.7% | $32,727-82.4% | $13,687-57.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |