Filed March 3, 2011
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 10-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 |
|---|---|---|
AON CONSULTING3+ years Service code 16 · EIN 22-2232264 | Consulting | $691,525 |
ELK CREEK PARTNERS, LLC1 year Service code 28 · EIN 27-5463196 | Investment Management | $218,113 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $172,231 |
AON CONSULTING2+ years Filed as: AON HEWITT INVEST. CONSULTING, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $107,335 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $82,336 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $82,277 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 9.35% | 9.56%-0.2pp | 14.41%-5.1pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $24,624-100.0% | $45,283-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |