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 |
|---|---|---|
CONNING, INC.2+ years Service code 28 · EIN 43-1719355 ONE FINANCIAL PLAZA · HARTFORD, CT 061032627 | Investment Management | $464,966 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $293,632 |
VICTORY2+ years Filed as: VICTORY CAPITAL MGMT KEY TRUST CO Service code 21 · EIN 34-6542451 REVENUE ADMINISTRATION · CLEVELAND, OH 44194 | Bank Trustee | $120,767 |
EDGEWOOD MANAGEMENT LLC2+ years Service code 28 · EIN 20-4044179 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $118,314 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $111,500 |
SANDERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4169008 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $103,778 |
VAN BERKOM & ASSOCIATES2+ years Service code 28 | Investment Management | $101,226 |
SOUND SHORE COMINGLED FUND2+ years Service code 28 · EIN 20-5797092 8 SOUND SHORE DRIVE · GREENWHICH, CT 06830 | Investment Management | $95,820 |
Service code 28 AEW CAPITAL MGMT INC · BOSTON, MA 02210 | Investment Management | $49,404 |
HISCOCK & BARCLAY, LLP2+ years Service code 29 · EIN 14-1298767 1100 MT CENTER · BUFFALO, NY 14203 | Legal | $40,130 |
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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.76% | 16.96%-20.7pp | -102.03%+98.3pp | 73.13%-76.9pp |
| Employer contribution / active EE | $1,340 | $5,316-74.8% | $36,229-96.3% | $8,421-84.1% |
| Participant deferral / active EE | $0 | $110-100.0% | $48-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |