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 RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $812,023 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK Service code 11 · EIN 13-3954297 | Actuarial | $319,785 |
PZENA INVESTMENT MANAGEMENT1+ years Filed as: PZENA Service code 28 · EIN 13-3860154 | Investment Management | $302,765 |
KILTEARN PARTNERS LLP1+ years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $292,251 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCE GROVE Service code 28 · EIN 98-0399967 | Investment Management | $250,937 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $247,877 |
IR&M1+ years Service code 28 · EIN 04-2955404 | Investment Management | $245,979 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $235,865 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT PARTNERS Service code 28 · EIN 26-0335469 | Investment Management | $195,129 |
Filed as: FIDUCIARY TRUST COMPANY INTRNTNL Service code 19 · EIN 13-5069335 | Securities Custodian | $111,838 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -9.16% | 9.64%-18.8pp | -102.03%+92.9pp | 33.37%-42.5pp |
| Employer contribution / active EE | $13,207 | $8,034+64.4% | $36,229-63.5% | $11,253+17.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |