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 |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $539,000 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $472,000 |
BARCLAYS CAPITAL LE3+ years Filed as: BARCLAYS GLOBAL INVESTORS Service code 21 · EIN 94-3112180 | Bank Trustee | $394,000 |
MORLEY CAPITAL MANAGEMENT3+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 65 · EIN 93-0849924 | Account Maintenance | $380,000 |
GARTMORE MORLEY CAPITAL TRUST3+ years Service code 28 · EIN 39-0856417 | Investment Management | $260,000 |
NORTHERN TRUST COMPANY3+ years Service code 28 · EIN 36-1561860 | Investment Management | $131,000 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $7,000 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,091 | $67,228+87.6% | $117,854+7.0% | $77,958+61.7% |
| Participation rate | 99.6% | 79.4%+20.2pp | 79.7%+20.0pp | 71.6%+28.0pp |
| Annual return | 13.21% | 19.13%-5.9pp | 335.08%-321.9pp | 20.87%-7.7pp |
| Employer contribution / active EE | $5,143 | $2,211+132.6% | $3,786+35.8% | $2,310+122.6% |
| Participant deferral / active EE | $6,929 | $3,653+89.7% | $4,482+54.6% | $3,537+95.9% |
| Admin fee / account holder | $172 | $76+126.7% | $8,020-97.9% | $97+76.5% |