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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 16 · EIN 22-2232264 | Consulting | $568,576 |
ELK CREEK PARTNERS, LLC2 years Service code 28 · EIN 27-5463196 | Investment Management | $224,730 |
AON CONSULTING3+ years Filed as: AON HEWITT INVEST. CONSULTING, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $178,615 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 23-6994310 | Investment Management | $170,602 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $128,978 |
HEXAVEST INC.1 year Service code 28 · EIN 87-8721125 | Investment Management | $110,972 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,246 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -3.71% | -1.84%-1.9pp | -61.72%+58.0pp | 33.37%-37.1pp |
| Employer contribution / active EE | $0 | $20,811-100.0% | $47,703-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |