Filed February 24, 2006 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $592,254 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $516,000 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY STREET ASSET MANAGEMENT Service code 28 | Investment Management | $313,590 |
ALTRINSIC GLOBAL ADVISORS, LLC1+ years Service code 28 · EIN 30-0016268 | Investment Management | $295,244 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $253,145 |
IR&M1+ years Service code 28 · EIN 37-6567224 | Investment Management | $247,414 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 72-1467823 | Investment Management | $227,988 |
DISCIPLINED GROWTH INVESTORS1+ years Service code 28 · EIN 41-1901233 | Investment Management | $227,250 |
NETOLS ASSET MANAGEMENT1+ years Service code 28 · EIN 39-2013954 | Investment Management | $196,047 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $160,954 |
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.
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 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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -4.54% | 1.67%-6.2pp | -1.08%-3.5pp | 1.67%-6.2pp |
| Employer contribution / active EE | $8,979 | $10,506-14.5% | $35,779-74.9% | $10,506-14.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |