Filed December 7, 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 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 |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $2,680,512 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $819,739 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $82,131 |
ALIGHT SOLUTIONS LLC2 years Service code 28 · EIN 22-2540245 | Investment Management | $68,413 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $54,982 |
HOLLAND & KNIGHT4 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $54,536 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $50,187 |
DWS FUNDS4 years Filed as: RREEF MIDAMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $38,783 |
MILLER ZINN4 years Service code 36 · EIN 27-1234956 | Copying and duplicating; Other services | $15,383 |
KPMG LLP3 years Filed as: KPMG Service code 49 · EIN 13-5565207 | Other Services | $5,805 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 3.54% | 9.57%-6.0pp | 52.39%-48.8pp | 9.57%-6.0pp |
| Employer contribution / active EE | $0 | $9,429-100.0% | $23,486-100.0% | $9,429-100.0% |
| Participant deferral / active EE | $0 | $408-100.0% | $224-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |