Filed October 26, 2007 (most recent of 3 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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $882,289 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $598,231 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $584,530 |
FIDUCIARY MGMT ASSOC2+ years Filed as: FIDUCIARY MANAGEMENT ASSOCIATES,LLC Service code 28 · EIN 06-1656168 | Investment Management | $509,620 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $481,009 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $315,038 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INV SERVICE INC Service code 28 · EIN 52-1868818 | Investment Management | $73,355 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $55,294 |
STRATEGIC BENEFIT ADVISORS2+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC Service code 11 · EIN 03-0415817 | Actuarial | $53,190 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $50,500 |
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 | $132,606 | $126,925+4.5% | $74,183+78.8% | $329,111-59.7% |
| Participation rate | 99.8% | 87.5%+12.2pp | 76.6%+23.2pp | 67.9%+31.9pp |
| Annual return | 9.78% | 10.67%-0.9pp | 17.74%-8.0pp | 16.35%-6.6pp |
| Employer contribution / active EE | $4,952 | $3,536+40.0% | $2,370+108.9% | $2,303+115.0% |
| Participant deferral / active EE | $6,645 | $6,619+0.4% | $3,550+87.2% | $3,682+80.5% |
| Admin fee / account holder | $9 | $64-85.8% | $5,586-99.8% | $754-98.8% |