Filed May 5, 2008 (most recent of 3 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. $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 9-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,120,259 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2945469 | Actuarial | $1,113,580 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $407,778 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $280,413 |
MFS INVESTMENT MANAGEMENT8 years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $259,129 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $235,473 |
SNYDER CAPITAL MANAGEMENT9+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3370184 | Investment Management | $190,487 |
AMERICAN FUNDS9+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $170,663 |
PIMCO FUNDS7 years Filed as: PACIFIC INVSTMNT MANAGEMENT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $94,349 |
DELOITTE & TOUCHE LLP7 years Service code 10 · EIN 13-3891517 | Accounting | $83,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 7.89% | 8.48%-0.6pp | 148.21%-140.3pp | 8.48%-0.6pp |
| Employer contribution / active EE | $7,717 | $9,949-22.4% | $26,792-71.2% | $9,949-22.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |