Filed August 9, 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 |
|---|---|---|
AQR CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 13-3987414 | Investment Management | $1,872,747 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $672,575 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $277,539 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $185,745 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $149,623 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $128,607 |
CUPPS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 36-4370454 | Investment Management | $109,539 |
HUBER CAPITAL MANAGEMENT1+ years Filed as: HUBER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-8441410 | Investment Management | $91,504 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $82,980 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $58,255 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -8.73% | 4.38%-13.1pp | 4.72%-13.4pp | 7.18%-15.9pp |
| Employer contribution / active EE | $24,267 | $13,406+81.0% | $30,821-21.3% | $13,095+85.3% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |