Filed March 21, 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 7-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 |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $382,818 |
LAZZARD ASSET MGMT , LLC2+ years Service code 28 · EIN 05-0530199 | Investment Management | $373,311 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $232,218 |
INTEGRITY ASSET MANAGEMENT2+ years Service code 28 · EIN 86-1063006 | Investment Management | $231,331 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $192,986 |
Filed as: GUGGENHEIM REAL ESTATE Service code 28 · EIN 03-6082152 | Investment Management | $176,818 |
LPL FINANCIAL2+ years Filed as: WADDELL AND REED ASSET MGMT GROUP Service code 28 · EIN 48-1106973 | Investment Management | $149,414 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $80,729 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 33 375 PARK AVENUE · NEW YORK, NY 10152 | Securities brokerage | $78,447 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $75,253 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.23% | 9.41%-3.2pp | 5.00%+1.2pp | 9.19%-3.0pp |
| Employer contribution / active EE | $6,542 | $8,353-21.7% | $35,918-81.8% | $12,608-48.1% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |