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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 60694 | Actuarial | $1,171,077 |
FIRST TENNESSEE BANK2+ years Filed as: FIRST TENNESSEE BANK TRUST DIVISION Service code 21 · EIN 62-0201385 4385 POPLAR AVENUE · MEMPHIS, TN 381173715 | Bank Trustee | $1,056,634 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $713,356 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $510,203 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 51 · EIN 13-3575636 200 WEST STREET 37TH FLOOR · NEW YORK, NY 102822198 | Investment Mgmt Fees | $416,934 |
Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 51 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $171,918 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $75,848 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 30TH FLOOR · MEMPHIS, TN 38137 | Accounting | $25,300 |
RANDSTAD NORTH AMERICA2+ years Filed as: RANDSTAD Service code 36 · EIN 58-2426357 P.O. BOX 105046 · ATLANTA, GA 303485046 | Copying and duplicating; Other services | $12,837 |
BAKER TILLY US, LLP1 year Filed as: BAKER, DONELSON, BEARMAN, CALDWELL Service code 29 · EIN 62-1047356 165 MADISON AVENUE · MEMPHIS, TN 38103 | Legal | $5,056 |
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.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 3.99% | 6.13%-2.1pp | 4.74%-0.7pp | 9.19%-5.2pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |