Filed May 4, 2010 (most recent of 3 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 8-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 |
|---|---|---|
NEPC, LLC2+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $277,103 |
Service code 49 · EIN 47-3842212 | Other Services | $146,362 |
HEXAVEST INC.2+ years Filed as: HEXAVEST Service code 28 · EIN 87-8721125 | Investment Management | $102,639 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $102,554 |
REAMS ASSET MANAGEMENT2+ years Service code 28 · EIN 02-0782928 | Investment Management | $90,632 |
Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $79,553 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $70,267 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $42,771 |
Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $33,541 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & CO. Service code 28 · EIN 36-2214610 | Investment Management | $31,445 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.45% | 9.64%-15.1pp | -102.03%+96.6pp | 33.37%-38.8pp |
| Employer contribution / active EE | $27,155 | $8,034+238.0% | $36,229-25.0% | $11,253+141.3% |
| Participant deferral / active EE | $4,258 | $572+644.7% | $48+8811.0% | $819+420.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |