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 |
|---|---|---|
Filed as: JENSEN INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0978027 | Investment Management | $64,442 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 56-2475915 | Investment Management | $50,854 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $50,697 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $38,539 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $28,748 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $14,253 |
Filed as: VALUE ENHANCEMENT FUNDS Service code 28 · EIN 58-2625543 | Investment Management | $7,159 |
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 12.85% | 10.88%+2.0pp | 9.39%+3.5pp | 13.95%-1.1pp |
| Employer contribution / active EE | $0 | $18,458-100.0% | $33,466-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |