Filed February 25, 2011 (most recent of 5 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 6-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: SILCHESTER Service code 27 · EIN 36-7045783 | Advisory (Plan) | $286,458 |
FID INV INST OPS CO1+ years Service code 17 · EIN 04-2647786 | Pension Consulting | $261,881 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 16 · EIN 45-6138589 | Consulting | $163,303 |
Filed as: AXIOM Service code 27 · EIN 13-4021938 | Advisory (Plan) | $93,777 |
WELLINGTON TRUST COMPANY1+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $75,005 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $64,560 |
LUTHER KING CAPITAL MANAGEMENT1+ years Filed as: LUTHER KING CAP MGMT Service code 27 · EIN 75-1630300 | Advisory (Plan) | $42,064 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP , LLC Service code 34 · EIN 01-0694771 | Valuation (appraisals, etc.) | $41,171 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.91% | 4.01%-6.9pp | -2.00%-0.9pp | 1.67%-4.6pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,470-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |