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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $725,592 |
NEPC, LLC6+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $391,668 |
REAMS ASSET MANAGEMENT6+ years Service code 28 · EIN 02-0782928 | Investment Management | $211,337 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR & CO. Service code 28 · EIN 36-2214610 | Investment Management | $166,508 |
GOLDMAN SACHS1 year Filed as: MILL POINT CAPITAL PARTNERS II-A, L Service code 28 · EIN 85-3386561 | Investment Management | $163,014 |
MANULIFE ASSET MANAGEMENT5 years Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $148,268 |
LOOMIS SAYLES4 years Service code 28 · EIN 20-8080381 | Investment Management | $136,298 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $124,785 |
INCOME RESEARCH & MANAGEMENT5 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $109,031 |
LINDSELL TRAIN LIMITED3 years Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 28 · EIN 35-2496423 | Investment Management | $104,824 |
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.
Employer 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 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -14.16% | -2.41%-11.7pp | -38.85%+24.7pp | 23.41%-37.6pp |
| Employer contribution / active EE | $83 | $7,691-98.9% | $37,752-99.8% | $12,650-99.3% |
| Participant deferral / active EE | $5,375 | $969+454.7% | $16+34224.5% | $1,474+264.7% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |