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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,077,121 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $970,758 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $731,050 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $654,572 |
GLOBAL THEMATIC PARTNERS, LLC3+ years Service code 28 · EIN 27-2093087 | Investment Management | $595,784 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $514,106 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $265,465 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $246,703 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $178,790 |
STRATEGIC BENEFIT ADVISORS3+ years Service code 10 · EIN 03-0415817 | Accounting | $178,262 |
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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 2.53% | 201.32%-198.8pp | 12.68%-10.2pp | 33.37%-30.8pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |