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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $481,139 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-4019460 | Investment Management | $146,536 |
VICTORY1 year Filed as: VICTORY CAPITAL MGMT KEY TRUST CO. Service code 13 · EIN 34-6542451 | Contract Administrator | $97,807 |
CONNING, INC.8+ years Service code 28 · EIN 43-1719355 | Investment Management | $49,554 |
ACCUPRINT4 years Service code 49 · EIN 14-1750613 | Other Services | $38,095 |
VERRILL DANA LLP4 years Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $30,026 |
EDGEWOOD MANAGEMENT LLC8+ years Service code 28 · EIN 20-4044179 | Investment Management | $29,725 |
RYDER COURT GLOBAL1 year Service code 51 · EIN 46-7402180 | Investment Mgmt Fees | $29,004 |
VAN BERKOM & ASSOCIATES8+ years Service code 28 | Investment Management | $22,023 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 80-0175963 | Investment Management | $20,319 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 2.47% | 8.48%-6.0pp | 9.84%-7.4pp | 8.48%-6.0pp |
| Employer contribution / active EE | $1,783 | $9,949-82.1% | $30,320-94.1% | $9,949-82.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |