Filed January 3, 2007 (most recent of 5 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 5-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 |
|---|---|---|
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $74,859 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $55,208 |
Filed as: JENSEN INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0978027 | Investment Management | $53,241 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 56-2475915 | Investment Management | $51,073 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $48,989 |
STRALEM AND COMPANY1+ years Filed as: STRALEM & COMPANY INCORPORATED Service code 28 · EIN 13-2574910 | Investment Management | $44,858 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH & MGMT. INC Service code 28 · EIN 04-2955404 | Investment Management | $17,665 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $15,725 |
Filed as: COLCHESTER GLOBAL INVESTORS LTD Service code 28 · EIN 36-7324183 | Investment Management | $9,945 |
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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -1.39% | -0.83%-0.6pp | -1.08%-0.3pp | 2.81%-4.2pp |
| Employer contribution / active EE | $44,944 | $22,474+100.0% | $35,779+25.6% | $16,358+174.8% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |