Filed October 7, 2011 (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 9-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $321,655 |
NORTHERN TRUST COMPANY8 years Service code 25 · EIN 36-1561860 | Directed Trustee | $138,283 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $114,572 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT CROUP, INC. Service code 16 · EIN 04-2659023 | Consulting | $71,331 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $67,778 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $60,373 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE Service code 50 · EIN 26-0137355 | Direct Payment | $31,230 |
Filed as: CBIZ C.P.A.S P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,610 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $19,900 |
Filed as: STEPSTONE REAL ESTATE LP Service code 16 · EIN 38-3930662 | Consulting | $18,750 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 11.44% | 5.48%+6.0pp | 9.84%+1.6pp | 9.30%+2.1pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |