Filed April 4, 2011 (most recent of 6 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 |
|---|---|---|
Service code 28 · EIN 98-0465834 | Investment Management | $445,456 |
Service code 11 · EIN 53-0181291 | Actuarial | $376,909 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $368,338 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $328,828 |
Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $249,910 |
Filed as: DISCIPLINED GROWTH INVESTORS, INC. Service code 28 · EIN 41-1901233 | Investment Management | $239,129 |
DALTON INVESTMENTS LLC1 year Filed as: DALTON INVESTMENTS, INC. Service code 28 · EIN 84-3868796 | Investment Management | $238,611 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS HOLDINGS LP Service code 28 · EIN 39-1807188 | Investment Management | $183,689 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $132,650 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN COMPANIES INC Service code 16 · EIN 36-2668272 | Consulting | $124,870 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 21.38% | 11.94%+9.4pp | 6.78%+14.6pp | 8.76%+12.6pp |
| Employer contribution / active EE | $45,313 | $15,564+191.1% | $25,154+80.1% | $16,627+172.5% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |