Filed September 8, 2006
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,978,495 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $924,564 |
PGIM INVESTMENTS5 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $796,870 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL&GENERAL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $623,227 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $423,180 |
Service code 29 · EIN 36-1453176 | Legal | $253,331 |
Filed as: FIDUCIARY COUNSELORS, INC. Service code 49 700 12TH STREET NW, SUITE 700 · WASHINGTON, DC 20005 | Other Services | $197,224 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $160,026 |
Service code 28 · EIN 54-1947440 | Investment Management | $92,935 |
Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $82,980 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -16.12% | 11.48%-27.6pp | -10.68%-5.4pp | 2.77%-18.9pp |
| Employer contribution / active EE | $8,432 | $5,632+49.7% | $48,995-82.8% | $15,262-44.8% |
| Participant deferral / active EE | $3,108 | $1,554+100.0% | $360+762.2% | $691+349.6% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |