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 | $22,049,170 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $4,705,975 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $2,865,787 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $2,398,868 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,581,106 |
NUVEEN1 year Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $1,552,074 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,528,592 |
Service code 28 · EIN 04-3304963 | Investment Management | $1,044,816 |
Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $1,007,675 |
RICE HALL JAMES1 year Filed as: RICE HALL JAMES & ASSOCIATES, LLC Service code 28 · EIN 43-1992528 | Investment Management | $843,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,897 | $49,890-34.1% | $104,607-68.6% | $106,222-69.0% |
| Participation rate | 53.3% | 45.0%+8.3pp | 74.1%-20.8pp | 70.8%-17.5pp |
| Annual return | 15.31% | 18.07%-2.8pp | 340.46%-325.2pp | 21.69%-6.4pp |
| Employer contribution / active EE | $790 | $809-2.4% | $2,681-70.5% | $2,723-71.0% |
| Participant deferral / active EE | $1,067 | $1,699-37.2% | $3,740-71.5% | $4,600-76.8% |
| Admin fee / account holder | $41 | $56-28.0% | $6,473-99.4% | $78-48.3% |