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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $790,624 |
NEPC, LLC7+ years Service code 28 · EIN 26-1429809 | Investment Management | $249,757 |
Service code 28 · EIN 13-3200244 | Investment Management | $183,569 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $121,699 |
Service code 28 · EIN 87-2207464 | Investment Management | $116,000 |
STGVI-A, L.P1 year Service code 28 · EIN 85-1749593 | Investment Management | $95,916 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $92,638 |
REAMS ASSET MANAGEMENT7+ years Service code 28 · EIN 02-0782928 | Investment Management | $85,512 |
Service code 28 · EIN 98-1635891 | Investment Management | $81,355 |
MANULIFE ASSET MANAGEMENT6 years Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $71,230 |
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 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 12.27% | 9.71%+2.6pp | 32.30%-20.0pp | 9.11%+3.2pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,955-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $5,120 | $946+441.1% | $43+11934.1% | $1,272+302.5% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |