Filed August 14, 2003
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.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $615,346 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK Service code 11 · EIN 13-3954297 | Actuarial | $513,182 |
IR&M1 year Filed as: IR &M Service code 28 · EIN 04-2955404 | Investment Management | $327,038 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN PARNTERS Service code 28 · EIN 27-4585908 | Investment Management | $229,454 |
PZENA INVESTMENT MANAGEMENT2+ years Filed as: PZENA Service code 28 · EIN 13-3860154 | Investment Management | $226,317 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $221,155 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCE GROVE Service code 28 · EIN 98-0399967 | Investment Management | $211,143 |
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: HS MANAGEMENT PARTNERS Service code 28 · EIN 26-0335469 | Investment Management | $189,464 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $177,329 |
Filed as: FIDUCIARY TRUST COMPANY INTRNTNL Service code 19 · EIN 13-5069335 | Securities Custodian | $108,443 |
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.
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.
Plan reported a final filing / termination within the last year.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | -98.99% | 21.43%-120.4pp | 20.73%-119.7pp | 12.16%-111.2pp |
| Employer contribution / active EE | $0 | $39,469-100.0% | $36,500-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |