Filed October 29, 2008 (most recent of 2 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 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 |
|---|---|---|
NOTHERN TRUST1 year Filed as: NOTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $164,137 |
AMERICAN FUNDS1 year Filed as: SECURITY CAPITAL RESEARCH & MGMT Service code 28 · EIN 36-4130398 | Investment Management | $127,412 |
VAN BERKOM & ASSOCIATES10+ years Service code 28 | Investment Management | $126,244 |
ABERDEEN ASSET MANAGEMENT, INC.10+ years Service code 28 · EIN 51-0368279 | Investment Management | $50,053 |
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $22,900 |
Filed as: LANE GORMAN TRUBITT LLC Service code 10 · EIN 75-1044330 | Accounting | $20,960 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 11.75% | 8.40%+3.4pp | 8.80%+2.9pp | 9.14%+2.6pp |
| Employer contribution / active EE | $47,219 | $16,322+189.3% | $29,429+60.4% | $19,963+136.5% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |