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 | $902,546 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $895,747 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $508,769 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $379,020 |
AQR CAPITAL MANAGEMENT LLC4+ years Service code 51 · EIN 13-3987414 | Investment Mgmt Fees | $375,133 |
UNIVEST COMPANY B.V.4+ years Service code 51 | Investment Mgmt Fees | $298,403 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MGMT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $264,940 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $254,487 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $234,448 |
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 17 1301 SECOND AVENUE · SEATTLE, WA 98101 | Pension Consulting | $223,592 |
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.83% | 39.99%-44.8pp | 4.36%-9.2pp | 33.37%-38.2pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |