Filed March 12, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
SANDERSON ASSET MANAGEMENT1 year Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $448,661 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $430,058 |
SEI INVESTMENTS3 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $373,892 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2755549 | Investment Management | $336,152 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 74-0694415 | Investment Management | $297,711 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $274,241 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $259,897 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $199,432 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $192,817 |
LEVY PHILLIPS4+ years Service code 29 · EIN 47-3697177 | Legal | $157,880 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $33,587-100.0% | $133,097-100.0% | $33,587-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 100.0%-100.0pp | 24.3%-24.3pp |
| Annual return | -6.68% | -0.38%-6.3pp | -15.14%+8.5pp | -0.38%-6.3pp |
| Employer contribution / active EE | $5,599 | $6,100-8.2% | $15,903-64.8% | $6,100-8.2% |
| Participant deferral / active EE | $0 | $2,584-100.0% | $13,687-100.0% | $2,584-100.0% |
| Admin fee / account holder | $0 | $0 | $399-100.0% | - |