Filed January 6, 2006 (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 8-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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $279,599 |
CONNING, INC.1+ years Service code 28 · EIN 43-1719355 ONE FINANCIAL PLAZA · HARTFORD, CT 061032627 | Investment Management | $210,309 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE & CO. Service code 28 · EIN 13-2624428 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $167,240 |
VAN BERKOM & ASSOCIATES1+ years Service code 28 | Investment Management | $159,362 |
SANDERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4169008 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $153,065 |
EDGEWOOD MANAGEMENT LLC1+ years Service code 28 · EIN 20-4044179 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $140,374 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $135,850 |
SOUND SHORE COMINGLED FUND1+ years Service code 28 · EIN 20-5797092 8 SOUND SHORE DRIVE · GREENWHICH, CT 06830 | Investment Management | $110,958 |
VICTORY1+ years Filed as: VICTORY CAPITAL MGMT KEY TRUST CO Service code 21 · EIN 34-6542451 REVENUE ADMINISTRATION · CLEVELAND, OH 44194 | Bank Trustee | $81,286 |
Service code 28 AEW CAPITAL MGMT INC · BOSTON, MA 02210 | Investment Management | $58,209 |
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.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.20% | 14.80%-1.6pp | 10.16%+3.0pp | 16.32%-3.1pp |
| Employer contribution / active EE | $2,169 | $5,344-59.4% | $33,192-93.5% | $12,766-83.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |