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 |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 16 · EIN 45-6138589 | Consulting | $1,350,271 |
FID INV INST OPS CO3+ years Service code 17 · EIN 04-2647786 | Pension Consulting | $357,107 |
Filed as: SILCHESTER Service code 27 · EIN 36-7045783 | Advisory (Plan) | $223,102 |
FUND DIRECT ADVISORS3+ years Filed as: FUND EVALUATION GROUP , LLC Service code 34 · EIN 01-0694771 | Valuation (appraisals, etc.) | $52,186 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $37,171 |
Filed as: AXIOM Service code 27 · EIN 13-4021938 | Advisory (Plan) | $32,393 |
Filed as: DRIEHAUS CAPITAL MGMT LLC Service code 27 · EIN 20-3634295 | Advisory (Plan) | $31,117 |
Filed as: BENEFIT FUNDING SERVICE GROUP Service code 27 · EIN 20-8532658 | Advisory (Plan) | $21,000 |
WELLINGTON TRUST COMPANY3+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $13,509 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.02% | 26.60%-13.6pp | 10.16%+2.9pp | 17.84%-4.8pp |
| Employer contribution / active EE | $18,145 | $7,232+150.9% | $33,192-45.3% | $14,688+23.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |