Filed September 25, 2012 (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 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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 60694 | Actuarial | $1,525,892 |
FIRST HORIZON ADVISORS INC5 years Filed as: FIRST HORIZON BANK TRUST DIVISION Service code 21 · EIN 62-0201385 | Bank Trustee | $301,116 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGT Service code 51 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $291,448 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 51 · EIN 48-1140940 101 S. HANLEY RD STE 1700 · ST LOUIS, MO 631053487 | Investment Mgmt Fees | $260,643 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 30TH FLOOR · MEMPHIS, TN 38137 | Accounting | $40,695 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $25,887 |
BAKER TILLY US, LLP9 years Filed as: BAKER, DONELSON, BEARMAN, CALDWELL Service code 29 · EIN 62-1047356 | Legal | $11,221 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -0.55% | 7.99%-8.5pp | 9.14%-9.7pp | 8.76%-9.3pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,544-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |