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.
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $2,088,741 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $941,464 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $852,682 |
Service code 27 · EIN 04-3532603 | Advisory (Plan) | $747,757 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $713,126 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $491,434 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $226,122 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS I Service code 28 · EIN 75-2243409 | Investment Management | $210,385 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNCEL Service code 28 · EIN 59-1961621 | Investment Management | $180,644 |
BLACKROCK1 year Filed as: BLACKROCK CORP Service code 28 · EIN 94-3138366 | Investment Management | $152,274 |
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.
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 7.61% | 5.86%+1.7pp | 1.15%+6.5pp | 5.86%+1.7pp |
| Employer contribution / active EE | $5,413 | $10,137-46.6% | $26,339-79.4% | $10,137-46.6% |
| Participant deferral / active EE | $95 | $492-80.8% | $178-46.9% | $492-80.8% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |