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 year Filed as: MILLIMAN USA Service code 51 · EIN 91-0675641 | Investment Mgmt Fees | $716,446 |
FOREIGN ENTITY2 years Service code 40 | Foreign entity (e.g., an agent or bro... | $386,457 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $352,960 |
ALTRINSIC GLOBAL ADVISORS, LLC3+ years Service code 51 · EIN 30-0016268 | Investment Mgmt Fees | $287,823 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $261,258 |
Filed as: PRUDENTIAL Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $253,832 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $221,134 |
NETOLS ASSET MANAGEMENT2 years Filed as: NETOLS ASSET MANAGEMENT, INC. Service code 51 · EIN 39-2013954 | Investment Mgmt Fees | $180,625 |
DISCIPLINED GROWTH INVESTORS3+ years Service code 51 · EIN 41-1901233 | Investment Mgmt Fees | $164,616 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $150,562 |
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.
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 17.67% | 13.46%+4.2pp | 9.39%+8.3pp | 17.84%-0.2pp |
| Employer contribution / active EE | $3,686 | $16,846-78.1% | $33,466-89.0% | $14,688-74.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |