Filed February 7, 2005 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OCH-ZIFF CAPITAL MANAGEMENT1+ years Filed as: OCH-ZIFF CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-3980578 | Investment Management | $6,868,877 |
OMEGA ADVISORS, INC.1+ years Service code 28 · EIN 13-3628307 | Investment Management | $4,009,816 |
MAVERICK CAPITAL LTD1+ years Service code 28 300 CRESCENT COURT · DALLAS, TX 75201 | Investment Management | $2,801,844 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,441,183 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $1,037,111 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $974,173 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS ASSET MANAGERS LP Service code 28 | Investment Management | $914,146 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $724,324 |
JACKSON SQUARE PARTNERS1+ years Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $684,287 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $583,566 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 65 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,203 | $87,670+142.0% | $123,104+72.4% | $69,651+204.7% |
| Participation rate | 93.5% | 87.8%+5.8pp | 86.8%+6.8pp | 66.6%+27.0pp |
| Annual return | -2.19% | 3.10%-5.3pp | 13.22%-15.4pp | 53.77%-56.0pp |
| Employer contribution / active EE | $5,973 | $3,511+70.1% | $5,151+16.0% | $2,241+166.6% |
| Participant deferral / active EE | $10,845 | $5,412+100.4% | $6,230+74.1% | $3,635+198.3% |
| Admin fee / account holder | $804 | $94+753.7% | $9,015-91.1% | $63+1171.1% |