Filed February 11, 2011 (most recent of 2 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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS10+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 15800 BLUEMOUND RD. · BROOKFIELD, WI 53005 | Advisory (Plan) | $127,189 |
INDEPENDENT ACTUARIES, INC.6 years Service code 11 FIVE CENTERPOINTE DR. · LAKE OSWEGO, OR 97035 | Actuarial | $40,610 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $31,581 |
JONES & ROTH, PC10+ years Filed as: JONES & ROTH, P.C. Service code 10 260 COUNTRY CLUB RD., SUITE 100 · EUGENE, OR 97401 | Accounting | $20,550 |
AMERICAN FUNDS5 years Filed as: CAPITAL BANK AND TRUST CO. Service code 11 P.O. BOX 6164 · INDIANAPOLIS, IN 462066164 | Actuarial | $7,798 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 4380 SW MACADAM AVE. · PORTLAND, OR 972396407 | Securities Custodian | $5,490 |
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.
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 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 12.07% | 8.11%+4.0pp | 9.84%+2.2pp | 8.23%+3.8pp |
| Employer contribution / active EE | $11,604 | $16,823-31.0% | $30,320-61.7% | $13,859-16.3% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |