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 INVESTMENTS7+ years Service code 28 · EIN 20-2480800 | Investment Management | $270,647 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $235,701 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $160,496 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: ROBECO INST ASSET MGMT US, INC. Service code 28 · EIN 13-3959209 | Investment Management | $146,264 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $109,576 |
ACADIAN ASSET MANAGEMENT LLC7+ years Service code 28 · EIN 04-2929221 | Investment Management | $92,817 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $92,034 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $82,546 |
COMERICA BANK3 years Service code 28 · EIN 42-1741646 | Investment Management | $78,365 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $65,950 |
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 9.31% | 8.91%+0.4pp | 7.32%+2.0pp | 13.24%-3.9pp |
| Employer contribution / active EE | $10,432 | $13,306-21.6% | $23,426-55.5% | $14,616-28.6% |
| Participant deferral / active EE | $1,947 | $563+245.7% | $107+1715.7% | $830+134.6% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |