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 | $994,729 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $863,800 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $469,828 |
AQR CAPITAL MANAGEMENT LLC6+ years Service code 51 · EIN 13-3987414 | Investment Mgmt Fees | $379,615 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $313,441 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $284,138 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 17 1301 SECOND AVENUE · SEATTLE, WA 98101 | Pension Consulting | $281,250 |
UNIVEST COMPANY B.V.6+ years Service code 51 | Investment Mgmt Fees | $279,474 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MGMT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $218,446 |
HEALTH PLAN MANAGER6+ years Service code 15 · EIN 22-3460721 | Recordkeeping | $216,991 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 18.31% | 12.05%+6.3pp | 793.01%-774.7pp | 12.86%+5.4pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |