Filed March 28, 2007 (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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $954,717 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $416,718 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-2955404 | Investment Management | $296,547 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $259,859 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $220,770 |
Filed as: GRANTHAM MAYO Service code 28 · EIN 04-2691242 | Investment Management | $205,455 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $172,422 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $149,854 |
CUPPS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 36-4370454 | Investment Management | $148,795 |
NEPC, LLC1+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $136,429 |
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.
Annual investment return 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -4.22% | -1.23%-3.0pp | -3.43%-0.8pp | 1.67%-5.9pp |
| Employer contribution / active EE | $5,485 | $11,541-52.5% | $25,607-78.6% | $10,506-47.8% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |