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 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 10-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 |
|---|---|---|
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 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.
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% | - |