Filed December 2, 2011 (most recent of 4 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 7-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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) LLC Service code 17 · EIN 13-2834414 | Pension Consulting | $255,283 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $210,076 |
FRANKLIN TEMPLETON6 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $152,831 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $138,791 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $122,290 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $55,237 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $51,232 |
ROBECO INVESTMENT MANAGEMENT6 years Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $50,586 |
RIDGEWORTH6 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 51 · EIN 39-1567956 | Investment Mgmt Fees | $44,591 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT WILL & EMERYLLP Service code 29 · EIN 36-1453176 | Legal | $43,838 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 5.26% | 8.50%-3.2pp | 9.84%-4.6pp | 8.76%-3.5pp |
| Employer contribution / active EE | $22,423 | $11,009+103.7% | $30,320-26.0% | $16,627+34.9% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |