Filed August 18, 1
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.
| Provider | Service type | Compensation |
|---|---|---|
EACM ADVISORS LLC1+ years Service code 28 · EIN 20-1348795 | Investment Management | $598,249 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $514,360 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $436,458 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $354,289 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $337,072 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0189082 | Investment Management | $299,417 |
MARSICO CAPITAL MANAGEMENT, LLC1+ years Filed as: MARSICO CAPITAL MANAGEMENT LLC Service code 28 · EIN 84-1434992 | Investment Management | $264,373 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL INC Service code 28 · EIN 59-1961621 | Investment Management | $251,097 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 20-4057610 | Investment Management | $244,480 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $219,382 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -5.57% | -0.43%-5.1pp | -3.43%-2.1pp | -0.60%-5.0pp |
| Employer contribution / active EE | $71,141 | $10,132+602.2% | $25,607+177.8% | $12,272+479.7% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |