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 SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $2,690,617 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $765,035 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $464,657 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $372,687 |
COHEN & STEERS1 year Filed as: COHEN AND STEERS CAPITAL MANAGEMENT Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $152,470 |
DWS FUNDS1 year Filed as: RREEF MIDAMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $150,611 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $66,816 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $54,395 |
PINEBRIDGE STRUCTURED1 year Filed as: PINEBRIDGE INVESTMENTS Service code 28 · EIN 06-1078320 | Investment Management | $36,958 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $18,953 |
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.
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 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -7.07% | 7.68%-14.7pp | -5.16%-1.9pp | 7.68%-14.7pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $31,020-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |