Filed September 30, 2003 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTI ASSET MGMT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $5,203,258 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,421,262 |
NORTHERN TRUST COMPANY2+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $1,366,692 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,350,355 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,348,629 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $1,341,665 |
MARATHON ASSET MANAGEMENT2+ years Service code 51 · EIN 44-6201673 | Investment Mgmt Fees | $1,141,732 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $935,394 |
ALTRINSIC GLOBAL ADVISORS, LLC2+ years Filed as: ALTRINSIC GLOBAL ADVISORS Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $767,146 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $767,012 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $1,469,698-100.0% | $75,030-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -21.39% | 7.68%-29.1pp | -2.63%-18.8pp | 7.68%-29.1pp |
| Employer contribution / active EE | $3,710 | $9,142-59.4% | $29,884-87.6% | $9,142-59.4% |
| Participant deferral / active EE | $0 | $462-100.0% | $8-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $838-100.0% | $19,323-100.0% |