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. $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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $2,732,333 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $1,286,459 |
MAVERICK CAPITAL LTD3+ years Service code 28 300 CRESCENT COURT · DALLAS, TX 75201 | Investment Management | $1,176,975 |
BLACKROCK3+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $909,268 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $895,484 |
HARDING LOEVNER LP1 year Service code 28 · EIN 27-0684167 | Investment Management | $802,304 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $723,771 |
GENESIS ASSET MANAGERS LLP3+ years Filed as: GENESIS ASSET MANAGERS LP Service code 28 | Investment Management | $697,804 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $630,083 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $605,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,916 | $112,134+100.6% | $149,718+50.2% | $80,976+177.8% |
| Participation rate | 93.8% | 87.3%+6.5pp | 87.1%+6.7pp | 68.3%+25.5pp |
| Annual return | 15.00% | 17.23%-2.2pp | 1501.63%-1486.6pp | 22.91%-7.9pp |
| Employer contribution / active EE | $6,302 | $3,991+57.9% | $5,445+15.7% | $2,402+162.3% |
| Participant deferral / active EE | $11,075 | $6,036+83.5% | $6,569+68.6% | $3,848+187.8% |
| Admin fee / account holder | $376 | $109+244.6% | $11,283-96.7% | $67+457.8% |