Filed August 29, 2006 (most recent of 2 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: FIDELITY INSTITUTIONAL OPERATIONS Service code 13 · EIN 04-3304255 | Contract Administrator | $1,798,011 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $959,127 |
GOLDMAN SACHS1+ years Filed as: PRISMA CAPITAL PARTNERS LP Service code 28 · EIN 13-2857105 | Investment Management | $725,765 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $559,156 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $544,646 |
AQR CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 13-3987414 | Investment Mgmt Fees | $487,289 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $403,135 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MGMT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $355,452 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $330,143 |
HEALTH PLAN MANAGER1+ years Service code 15 · EIN 22-3460721 | Recordkeeping | $313,441 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -3.20% | 0.61%-3.8pp | -2.90%-0.3pp | 1.67%-4.9pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |