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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,204,480 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $358,156 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & CO. Service code 28 · EIN 36-2214610 | Investment Management | $182,898 |
FIERA CAPITAL1 year Filed as: FIERA FUND Service code 28 · EIN 90-0947943 | Investment Management | $174,775 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $158,150 |
Service code 28 · EIN 47-3842212 | Investment Management | $133,267 |
REAMS ASSET MANAGEMENT4+ years Service code 28 · EIN 02-0782928 | Investment Management | $133,137 |
MANULIFE ASSET MANAGEMENT3 years Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $120,985 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $106,415 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $73,771 |
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 20.15% | 12.77%+7.4pp | 90.60%-70.5pp | 12.86%+7.3pp |
| Employer contribution / active EE | $8,751 | $8,963-2.4% | $32,727-73.3% | $13,687-36.1% |
| Participant deferral / active EE | $5,190 | $448+1058.3% | $40+13011.2% | $833+523.3% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |