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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 13 · EIN 04-3304255 | Contract Administrator | $561,007 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $263,428 |
UNIVEST COMPANY B.V.10+ years Service code 51 | Investment Mgmt Fees | $255,115 |
Filed as: LEGAL & GENRAL INVESTMENT MGMT(AMER Service code 28 · EIN 20-8058531 | Investment Management | $255,019 |
HEALTH PLAN MANAGER10+ years Service code 15 · EIN 22-3460721 | Recordkeeping | $199,411 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $189,377 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $172,603 |
RUSSELL TRUST COMPANY10+ years Filed as: RUSSELL INVESTMENTS Service code 17 1301 SECOND AVENUE · SEATTLE, WA 98101 | Pension Consulting | $170,961 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MGMT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $143,973 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $75,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.77% | 11.94%-11.2pp | 6.78%-6.0pp | 8.76%-8.0pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,154-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |