Filed August 28, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $252,312 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $248,078 |
Filed as: FIRST REPUBLIC BANK Service code 28 601 W MARKET STREET · LOUISVILLE, KY 40202 | Investment Management | $216,162 |
WELLS FARGO BANK, N.A.6+ years Service code 26 · EIN 41-0449260 | Advisory (Participants) | $212,248 |
BUCK GLOBAL, LLC2 years Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $147,129 |
SUNTRUST BANKS, INC.4 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 4350 CONGRESS STREET, STE 1000 · CHARLOTTE, NC 28209 | Investment Management | $135,690 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $134,746 |
DISCIPLINED GROWTH INVESTORS4 years Service code 28 150 SOUTH FIFTH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Management | $115,961 |
PNC BANK, N.A.4 years Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Investment Management | $96,657 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $72,401 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 8.55% | 12.77%-4.2pp | 90.60%-82.0pp | 12.86%-4.3pp |
| Employer contribution / active EE | $5,501 | $8,963-38.6% | $32,727-83.2% | $13,687-59.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |