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 | $740,554 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $433,230 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $400,798 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $298,310 |
UNIVEST COMPANY B.V.8+ years Service code 51 | Investment Mgmt Fees | $249,696 |
RUSSELL TRUST COMPANY8+ years Filed as: RUSSELL INVESTMENTS Service code 17 1301 SECOND AVENUE · SEATTLE, WA 98101 | Pension Consulting | $227,643 |
AQR CAPITAL MANAGEMENT LLC8+ years Service code 51 · EIN 13-3987414 | Investment Mgmt Fees | $226,591 |
Filed as: LEGAL & GENRAL INVESTMENT MGMT(AMER Service code 28 · EIN 20-8058531 | Investment Management | $226,591 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $226,591 |
HEALTH PLAN MANAGER8+ years Service code 15 · EIN 22-3460721 | Recordkeeping | $184,195 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -25.73% | -13.75%-12.0pp | -4.80%-20.9pp | 23.41%-49.1pp |
| Employer contribution / active EE | $109,344 | $13,276+723.6% | $30,897+253.9% | $12,650+764.4% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |