Filed January 31, 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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $247,216 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE MGT BUSINESS TRUST Service code 28 · EIN 23-2859590 | Investment Management | $226,771 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $191,254 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J P MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $187,822 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $148,325 |
PNC BANK, N.A.2+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $134,302 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS CAPITAL MGT, INC Service code 28 · EIN 13-3353336 | Investment Management | $121,401 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $114,237 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $107,750 |
WELLESLEY2+ years Filed as: WELLESLEY INVESTMENT ADVISORS, INC Service code 28 · EIN 04-3154394 | Investment Management | $107,525 |
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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 4.49% | 7.66%-3.2pp | 2.08%+2.4pp | 9.19%-4.7pp |
| Employer contribution / active EE | $5,637 | $9,651-41.6% | $47,324-88.1% | $12,608-55.3% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |