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 INC3+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $934,490 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $546,739 |
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $502,798 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $255,290 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-1504645 | Investment Management | $210,479 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $202,230 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $165,042 |
NEPC, LLC3+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $139,920 |
Filed as: LEGAL & GENERAL INVESTMENT FUND Service code 28 · EIN 35-7085469 | Investment Management | $43,612 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $16,709 |
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.91% | 15.82%+0.1pp | 16.78%-0.9pp | 17.84%-1.9pp |
| Employer contribution / active EE | $6,447 | $19,885-67.6% | $26,328-75.5% | $14,688-56.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |