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 INC2+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $889,746 |
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $492,234 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $405,783 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $284,062 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-1504645 | Investment Management | $283,768 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $266,558 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $194,251 |
NEPC, LLC2+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $137,363 |
CUPPS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 36-4370454 | Investment Management | $74,485 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $16,200 |
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.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 6.73% | 6.04%+0.7pp | 5.44%+1.3pp | 9.19%-2.5pp |
| Employer contribution / active EE | $5,959 | $12,925-53.9% | $25,481-76.6% | $12,608-52.7% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |