Filed April 26, 2006 (most recent of 4 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 |
|---|---|---|
Filed as: J P MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,558,860 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 49 | Other Services | $725,563 |
SEI INVESTMENTS5 years Filed as: COOKE & BIELER LP Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $604,299 |
Filed as: PYRFORD INTERNATIONAL PLC Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $558,534 |
Filed as: BAILIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $537,049 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST Service code 18 · EIN 36-1561860 | Investment management fees paid indir... | $502,291 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES INC. Service code 70 · EIN 75-1680350 | Consulting Fees | $245,312 |
SHENKMAN CAPITAL MANAGEMENT7 years Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $245,312 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL INC Service code 28 · EIN 13-3806991 | Investment Management | $238,589 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $141,456 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 10.48% | 9.22%+1.3pp | 9.49%+1.0pp | 9.22%+1.3pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $29,215-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |