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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,966,146 |
MELNICK1 year Service code 11 · EIN 95-4675838 | Actuarial | $694,869 |
NEPC, LLC3+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $337,616 |
Filed as: CF GLOBAL EQUITY LONG-ONLY FUND LP Service code 28 · EIN 13-2726734 | Investment Management | $206,921 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & CO. Service code 28 · EIN 36-2214610 | Investment Management | $175,105 |
Service code 49 · EIN 47-3842212 | Other Services | $127,440 |
HEXAVEST INC.3+ years Filed as: HEXAVEST Service code 28 · EIN 87-8721125 | Investment Management | $114,282 |
REAMS ASSET MANAGEMENT3+ years Service code 28 · EIN 02-0782928 | Investment Management | $110,497 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $101,402 |
MANULIFE ASSET MANAGEMENT2 years Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $92,442 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.56% | 34.64%-17.1pp | 20.73%-3.2pp | 21.83%-4.3pp |
| Employer contribution / active EE | $22,182 | $7,654+189.8% | $36,500-39.2% | $12,237+81.3% |
| Participant deferral / active EE | $5,816 | $693+739.1% | $77+7419.4% | $987+489.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |