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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP Service code 28 · EIN 36-3109431 | Investment Management | $305,201 |
Service code 11 · EIN 27-1025060 | Actuarial | $274,463 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 18 · EIN 13-3430985 | Custodial (other than securities); In... | $126,036 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045759 | Investment Management | $104,600 |
LOOMISSAYLES INV.2+ years Service code 28 · EIN 04-3200030 | Investment Management | $88,987 |
IR&M US INTERMEDIATE2+ years Service code 28 · EIN 04-2955404 | Investment Management | $81,929 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,160 |
Filed as: JOHN BRISTOL Service code 28 · EIN 13-2944656 | Investment Management | $65,698 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET INT Service code 28 · EIN 95-2705767 | Investment Management | $59,702 |
Filed as: GRYPHON INT'L INV. CORP Service code 28 · EIN 98-0444411 | Investment Management | $55,881 |
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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 9.31% | 11.07%-1.8pp | 9.35%0pp | 13.95%-4.6pp |
| Employer contribution / active EE | $88,953 | $14,286+522.6% | $25,504+248.8% | $16,598+435.9% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |