Filed November 29, 2005 (most recent of 3 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 |
|---|---|---|
Service code 11 · EIN 27-1025060 | Actuarial | $507,330 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 28 · EIN 36-3109431 | Investment Management | $300,313 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 18 · EIN 13-3430985 | Investment management; Custodial (oth... | $160,076 |
Filed as: GRYPHON INT'L INV. CORP Service code 28 · EIN 98-0444411 | Investment Management | $99,402 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045759 | Investment Management | $94,630 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,160 |
LOOMISSAYLES INV.1+ years Service code 28 · EIN 04-3200030 | Investment Management | $85,994 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET INT Service code 28 · EIN 95-2705767 | Investment Management | $80,806 |
IR&M US INTERMEDIATE1+ years Service code 28 · EIN 04-2955404 | Investment Management | $77,498 |
Filed as: JOHN BRISTOL Service code 28 · EIN 13-2944656 | Investment Management | $65,624 |
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.
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 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | -0.21% | 3.06%-3.3pp | 1.69%-1.9pp | 11.88%-12.1pp |
| Employer contribution / active EE | $21,782 | $10,157+114.4% | $24,295-10.3% | $14,612+49.1% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |