Filed November 9, 2005
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $7,775,647 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $6,162,072 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,690,437 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $2,599,685 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $1,923,114 |
PYRFORD INTERNATIONAL LTD3 years Filed as: PYRFORD INTERNATIONAL LIMITED Service code 28 | Investment Management | $1,876,751 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $1,866,914 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 88-3236443 | Investment Management | $1,457,388 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $1,050,009 |
GQG PARTNERS LLC2 years Service code 28 · EIN 81-2109181 | Investment Management | $1,018,808 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.45% | 8.85%-7.4pp | 4.95%-3.5pp | 8.85%-7.4pp |
| Employer contribution / active EE | $525 | $8,529-93.8% | $20,917-97.5% | $8,529-93.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $188-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |