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.3+ years Service code 28 · EIN 43-1719355 ONE FINANCIAL PLAZA · HARTFORD, CT 061032627 | Investment Management | $371,603 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $306,571 |
EDGEWOOD MANAGEMENT LLC3+ years Service code 28 · EIN 20-4044179 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $116,180 |
VICTORY3+ years Filed as: VICTORY CAPITAL MGMT KEY TRUST CO Service code 21 · EIN 34-6542451 REVENUE ADMINISTRATION · CLEVELAND, OH 44194 | Bank Trustee | $114,174 |
SANDERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4169008 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $99,661 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $96,910 |
VAN BERKOM & ASSOCIATES3+ years Service code 28 | Investment Management | $96,902 |
SOUND SHORE COMINGLED FUND3+ years Service code 28 · EIN 20-5797092 8 SOUND SHORE DRIVE · GREENWHICH, CT 06830 | Investment Management | $88,183 |
HISCOCK & BARCLAY, LLP3+ years Service code 29 · EIN 14-1298767 1100 MT CENTER · BUFFALO, NY 14203 | Legal | $43,887 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 75 STATE ST 13TH FLOOR · BOSTON, MA 021091827 | Accounting | $39,900 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.40% | 1023.85%-1007.4pp | 20.73%-4.3pp | 1023.85%-1007.4pp |
| Employer contribution / active EE | $1,024 | $11,605-91.2% | $36,500-97.2% | $11,605-91.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |