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 CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $569,819 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $272,202 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $175,774 |
ELK CREEK PARTNERS, LLC3 years Service code 28 · EIN 27-5463196 | Investment Management | $137,093 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $103,232 |
HEXAVEST INC.1 year Filed as: HEXAVEST Service code 28 · EIN 87-8721125 | Investment Management | $88,605 |
Filed as: BARROW HANLEY MEWHINNEY Service code 28 · EIN 75-2403190 | Investment Management | $29,268 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 11 · EIN 91-0189318 | Actuarial | $6,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 14.74% | 17.70%-3.0pp | 13.48%+1.3pp | 53.27%-38.5pp |
| Employer contribution / active EE | $3,716 | $40,511-90.8% | $47,067-92.1% | $14,774-74.8% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |