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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $819,610 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $432,678 |
LINDSELL TRAIN LIMITED2 years Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 28 · EIN 35-2496423 | Investment Management | $233,065 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & CO. Service code 28 · EIN 36-2214610 | Investment Management | $217,589 |
REAMS ASSET MANAGEMENT5+ years Service code 28 · EIN 02-0782928 | Investment Management | $189,272 |
MANULIFE ASSET MANAGEMENT4 years Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $155,059 |
LOOMIS SAYLES3 years Service code 28 · EIN 20-8080381 | Investment Management | $146,158 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $94,566 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $90,520 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $72,586 |
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.
Annual investment return 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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 3.39% | 35.98%-32.6pp | 10.75%-7.4pp | 15.63%-12.2pp |
| Employer contribution / active EE | $8,886 | $8,396+5.8% | $35,162-74.7% | $11,476-22.6% |
| Participant deferral / active EE | $5,525 | $812+580.8% | $82+6624.5% | $1,127+390.3% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |