Filed June 14, 2013 (most recent of 4 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 |
|---|---|---|
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $437,000 |
MORLEY CAPITAL MANAGEMENT2+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 65 · EIN 93-0849924 | Account Maintenance | $320,340 |
NORTHERN TRUST COMPANY2+ years Service code 28 · EIN 36-1561860 | Investment Management | $263,000 |
BARCLAYS CAPITAL LE2+ years Filed as: BARCLAYS GLOBAL INVESTORS Service code 21 · EIN 94-3112180 | Bank Trustee | $243,000 |
GARTMORE MORLEY CAPITAL TRUST2+ years Service code 28 · EIN 39-0856417 | Investment Management | $221,000 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $182,000 |
INSTITUTIONAL CAPITAL MANAGEMENT2+ years Service code 28 · EIN 36-2684546 | Investment Management | $85,000 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,654 | $61,125+85.9% | $108,579+4.7% | $63,975+77.7% |
| Participation rate | 98.6% | 80.5%+18.1pp | 79.6%+19.1pp | 71.1%+27.5pp |
| Annual return | 7.27% | 14.06%-6.8pp | -51.70%+59.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $4,820 | $2,237+115.5% | $3,758+28.2% | $2,182+120.9% |
| Participant deferral / active EE | $6,515 | $3,574+82.3% | $4,311+51.1% | $3,356+94.1% |
| Admin fee / account holder | $176 | $72+145.4% | $7,645-97.7% | $70+150.6% |