Filed December 15, 2009
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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $1,804,376 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $1,035,118 |
Service code 27 · EIN 04-3532603 | Advisory (Plan) | $730,745 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $560,826 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $493,382 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNCEL Service code 28 · EIN 59-1961621 | Investment Management | $308,112 |
BLACKROCK1+ years Service code 28 · EIN 94-3138366 | Investment Management | $301,593 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $247,387 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS I Service code 28 · EIN 75-2243409 | Investment Management | $223,849 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $198,335 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -5.74% | 3.11%-8.9pp | 16.23%-22.0pp | 3.11%-8.9pp |
| Employer contribution / active EE | $526 | $9,361-94.4% | $17,605-97.0% | $9,361-94.4% |
| Participant deferral / active EE | $92 | $375-75.4% | $237-61.2% | $375-75.4% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | - |