Filed May 17, 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $739,001 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $190,393 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $147,110 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $78,831 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $75,009 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RESEARCH AND MGMT CO. Service code 28 · EIN 13-3142135 | Investment Management | $57,959 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $23,065 |
CHICAGO EQUITY PARTNERS1+ years Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 · EIN 36-4338679 | Investment Management | $10,860 |
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.
Annual investment return 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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -6.44% | -1.23%-5.2pp | -3.43%-3.0pp | 1.67%-8.1pp |
| Employer contribution / active EE | $7,692 | $11,541-33.3% | $25,607-70.0% | $10,506-26.8% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |