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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 17 · EIN 04-2647786 | Pension Consulting | $1,791,852 |
Filed as: SILCHESTER Service code 27 · EIN 36-7045783 | Advisory (Plan) | $209,267 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $200,086 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 16 · EIN 45-6138589 | Consulting | $92,124 |
Filed as: AXIOM Service code 27 · EIN 13-4021938 | Advisory (Plan) | $75,879 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP , LLC Service code 34 · EIN 01-0694771 | Valuation (appraisals, etc.) | $51,135 |
Filed as: DRIEHAUS CAPITAL MGMT LLC Service code 27 · EIN 20-3634295 | Advisory (Plan) | $32,106 |
WELLINGTON TRUST COMPANY2+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $16,936 |
LUTHER KING CAPITAL MANAGEMENT2+ years Filed as: LUTHER KING CAP MGMT Service code 27 · EIN 75-1630300 | Advisory (Plan) | $0 |
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.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.19% | 9.41%-4.2pp | 5.00%+0.2pp | 9.19%-4.0pp |
| Employer contribution / active EE | $31,581 | $8,353+278.1% | $35,918-12.1% | $12,608+150.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |