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 |
|---|---|---|
Filed as: INCOME RESEARCH & MGMT, INC. Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $311,566 |
FOREIGN ENTITY1 year Service code 40 | Foreign entity (e.g., an agent or bro... | $309,739 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $284,459 |
Filed as: PRUDENTIAL Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $249,939 |
ALTRINSIC GLOBAL ADVISORS, LLC2+ years Service code 51 · EIN 30-0016268 | Investment Mgmt Fees | $233,959 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $220,792 |
NETOLS ASSET MANAGEMENT1 year Filed as: NETOLS ASSET MANAGEMENT, INC. Service code 51 · EIN 39-2013954 | Investment Mgmt Fees | $189,330 |
DISCIPLINED GROWTH INVESTORS2+ years Service code 51 · EIN 41-1901233 | Investment Mgmt Fees | $173,097 |
Filed as: JP MORGAN INVESTMENT MGMT, LLC Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $171,927 |
DODGE & COX2+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $127,980 |
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.
Employer contribution per participant 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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 6.97% | 5.69%+1.3pp | 3.97%+3.0pp | 9.19%-2.2pp |
| Employer contribution / active EE | $2,773 | $14,808-81.3% | $28,168-90.2% | $12,608-78.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |