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 SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $2,335,411 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $824,215 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $253,277 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 22-2540245 | Recordkeeping | $66,439 |
DWS FUNDS3 years Filed as: RREEF MIDAMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $61,473 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $54,634 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 06-1078320 | Actuarial | $43,139 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $37,974 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $33,509 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 20.70% | 8.48%+12.2pp | 5.17%+15.5pp | 8.48%+12.2pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $26,422-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |