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 | $1,144,552 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $870,971 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $504,177 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $487,494 |
AQR CAPITAL MANAGEMENT LLC5+ years Service code 51 · EIN 13-3987414 | Investment Mgmt Fees | $353,592 |
HEALTH PLAN MANAGER5+ years Service code 15 · EIN 22-3460721 | Recordkeeping | $254,751 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MGMT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $229,192 |
UNIVEST COMPANY B.V.5+ years Service code 51 | Investment Mgmt Fees | $227,369 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $185,535 |
ROBECO INVESTMENT MANAGEMENT5+ years Filed as: ROBECO INVESTMENT MANAGEMENT INC. Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $149,917 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 10.29% | 53.17%-42.9pp | 18.06%-7.8pp | 21.83%-11.5pp |
| Employer contribution / active EE | $65,488 | $14,715+345.0% | $30,411+115.3% | $12,237+435.2% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |