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 INC5+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $868,654 |
HOOKER & HOLCOMBE, INC.5+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $618,600 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $339,387 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-1504645 | Investment Management | $263,983 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $262,495 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $260,468 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT FUND Service code 28 · EIN 35-7085469 | Investment Management | $254,703 |
NEPC, LLC5+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $145,295 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $132,537 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $18,300 |
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.
Employer contribution per participant 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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 20.69% | 221.56%-200.9pp | 29.77%-9.1pp | 53.27%-32.6pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |