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.3+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $934,349 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $566,139 |
FIDUCIARY MGMT ASSOC3+ years Filed as: FIDUCIARY MANAGEMENT ASSOCIATES,LLC Service code 28 · EIN 06-1656168 | Investment Management | $395,675 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $361,357 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $243,070 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $231,833 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INV SERVICE INC Service code 28 · EIN 52-1868818 | Investment Management | $127,500 |
STRATEGIC BENEFIT ADVISORS3+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC Service code 11 · EIN 03-0415817 | Actuarial | $123,788 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $79,599 |
JELLYVISION LAB, INC.1 year Service code 38 · EIN 36-4442819 | Participant Communication | $45,500 |
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 | $144,522 | $136,209+6.1% | $82,313+75.6% | $80,976+78.5% |
| Participation rate | 95.8% | 88.0%+7.8pp | 76.9%+19.0pp | 68.3%+27.6pp |
| Annual return | 21.00% | 21.54%-0.5pp | 25.88%-4.9pp | 22.91%-1.9pp |
| Employer contribution / active EE | $4,843 | $3,633+33.3% | $2,428+99.4% | $2,402+101.6% |
| Participant deferral / active EE | $6,704 | $6,693+0.2% | $3,706+80.9% | $3,848+74.2% |
| Admin fee / account holder | $188 | $62+201.7% | $5,608-96.7% | $67+178.1% |