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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 13 · EIN 13-5674085 | Contract Administrator | $26,272,639 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $4,313,321 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $2,620,606 |
D. F. DENT & COMPANY, INC.7 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $2,565,453 |
Service code 28 · EIN 04-3304963 | Investment Management | $2,370,845 |
RICE HALL JAMES7 years Filed as: RICE HALL JAMES & ASSOCIATES, LLC Service code 28 · EIN 43-1992528 | Investment Management | $1,848,011 |
Service code 28 · EIN 22-3367558 | Investment Management | $1,731,326 |
Service code 28 · EIN 36-3196026 | Investment Management | $1,214,397 |
WELLINGTON TRUST COMPANY9 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $924,627 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $836,330 |
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 | $49,323 | $47,456+3.9% | $209,012-76.4% | $47,456+3.9% |
| Participation rate | 52.4% | 57.6%-5.2pp | 77.5%-25.1pp | 57.6%-5.2pp |
| Annual return | 17.03% | 16.65%+0.4pp | 0.31%+16.7pp | 16.65%+0.4pp |
| Employer contribution / active EE | $1,126 | $1,013+11.2% | $5,342-78.9% | $1,013+11.2% |
| Participant deferral / active EE | $1,568 | $1,490+5.2% | $4,752-67.0% | $1,490+5.2% |
| Admin fee / account holder | $38 | $22+73.6% | $31,136-99.9% | $22+73.6% |