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 INVESTMENTS5+ years Service code 28 · EIN 20-2480800 | Investment Management | $175,198 |
NORTHERN TRUST COMPANY3 years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $156,282 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $145,072 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $118,733 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $95,191 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $88,841 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $83,717 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $83,134 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $77,870 |
ACADIAN ASSET MANAGEMENT LLC5+ years Service code 28 · EIN 04-2929221 | Investment Management | $76,652 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 21.20% | 221.56%-200.4pp | 29.77%-8.6pp | 53.27%-32.1pp |
| Employer contribution / active EE | $9,558 | $12,096-21.0% | $33,607-71.6% | $14,774-35.3% |
| Participant deferral / active EE | $1,807 | $286+531.8% | $96+1779.8% | $1,259+43.6% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |