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 INC4+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $924,072 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $487,520 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $356,692 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $346,393 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $274,700 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-1504645 | Investment Management | $218,246 |
NEPC, LLC4+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $142,784 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $133,526 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT FUND Service code 28 · EIN 35-7085469 | Investment Management | $94,893 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $17,811 |
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -8.01% | 201.32%-209.3pp | 12.68%-20.7pp | 33.37%-41.4pp |
| Employer contribution / active EE | $21,536 | $10,877+98.0% | $22,860-5.8% | $11,253+91.4% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |