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 CONSULTING2 years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $1,161,279 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,125,502 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $821,505 |
Service code 27 · EIN 04-3532603 | Advisory (Plan) | $740,181 |
Service code 28 · EIN 51-0368279 | Investment Management | $589,609 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $494,697 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS I Service code 28 · EIN 75-2243409 | Investment Management | $212,033 |
BLACKROCK2 years Filed as: BLACKROCK CORP Service code 28 · EIN 94-3138366 | Investment Management | $196,815 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $174,771 |
BLACKROCK1 year Filed as: BLACKROCK CORP. Service code 28 · EIN 20-5780391 | Investment Management | $149,546 |
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.
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 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 12.53% | 16.32%-3.8pp | 11.12%+1.4pp | 16.32%-3.8pp |
| Employer contribution / active EE | $8,226 | $12,766-35.6% | $22,651-63.7% | $12,766-35.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |