Filed February 24, 2012 (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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 13 · EIN 13-5674085 | Contract Administrator | $22,853,538 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $3,030,774 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $2,690,444 |
INVESCO4+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $2,469,608 |
Filed as: JACOBS LEVY EQUITY MANAGEMENT INC. Service code 28 · EIN 22-2774695 | Investment Management | $1,584,038 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $1,467,683 |
ELK CREEK PARTNERS, LLC4+ years Service code 28 · EIN 27-5463196 | Investment Management | $1,314,826 |
COPELAND CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 20-3145515 | Investment Management | $1,214,983 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,186,171 |
SNOW CAPITAL MANAGEMENT3+ years Filed as: SNOW CAPITAL MANAGEMENT, LP Service code 28 · EIN 25-1894430 | Investment Management | $1,081,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,997 | $43,466-33.3% | $99,443-70.8% | $89,569-67.6% |
| Participation rate | 54.7% | 41.5%+13.2pp | 73.8%-19.2pp | 69.6%-14.9pp |
| Annual return | -3.68% | 22.62%-26.3pp | 30.72%-34.4pp | 34.56%-38.2pp |
| Employer contribution / active EE | $777 | $788-1.3% | $2,540-69.4% | $2,584-69.9% |
| Participant deferral / active EE | $1,032 | $1,495-30.9% | $3,619-71.5% | $4,220-75.5% |
| Admin fee / account holder | $44 | $56-21.0% | $6,250-99.3% | $72-38.3% |