Filed January 30, 2009 (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. $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 |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $107,581 |
LOGAN CIRCLE PARTNERS, LP3+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $91,661 |
Service code 11 · EIN 13-3954297 | Actuarial | $91,157 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $90,398 |
Filed as: CONDUENT HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $89,749 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $79,231 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $64,496 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $63,928 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $61,079 |
HEXAVEST INC.3+ years Service code 28 · EIN 27-4751991 | Investment Management | $60,983 |
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.
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 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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 18.87% | 79.68%-60.8pp | 16.78%+2.1pp | 23.90%-5.0pp |
| Employer contribution / active EE | $45,557 | $21,735+109.6% | $26,328+73.0% | $16,539+175.4% |
| Participant deferral / active EE | $1,654 | $354+367.6% | $97+1612.4% | $350+371.9% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |