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 INVESTMENTS6+ years Service code 28 · EIN 20-2480800 | Investment Management | $226,895 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $191,644 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $167,261 |
NORTHERN TRUST COMPANY4 years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $134,241 |
Filed as: ROBECO INST ASSET MGMT US, INC. Service code 28 · EIN 13-3959209 | Investment Management | $124,316 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $89,450 |
ACADIAN ASSET MANAGEMENT LLC6+ years Service code 28 · EIN 04-2929221 | Investment Management | $81,190 |
HEXAVEST INC.6+ years Service code 28 · EIN 27-4751991 | Investment Management | $77,742 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $75,931 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $75,717 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 16.44% | 13.15%+3.3pp | -2.84%+19.3pp | 11.45%+5.0pp |
| Employer contribution / active EE | $10,864 | $23,714-54.2% | $33,329-67.4% | $17,219-36.9% |
| Participant deferral / active EE | $1,845 | $352+423.3% | $51+3510.7% | $357+417.3% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |