Filed December 22, 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.
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 9-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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTITIONAL TRUST COM Service code 28 · EIN 94-3112180 | Investment Management | $911,051 |
BLACKROCK3 years Filed as: BLACKROCK CORP. Service code 28 · EIN 94-6589506 | Investment Management | $838,668 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $67,738 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $53,883 |
Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $53,792 |
LINDSELL TRAIN LIMITED1 year Filed as: LINDSELL TRAIN GLOBAL EQUITY Service code 28 · EIN 98-1104976 | Investment Management | $19,200 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $10,176 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 17.80% | 12.77%+5.0pp | 90.60%-72.8pp | 12.86%+4.9pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,727-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |