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, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $259,534 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE MGT BUSINESS TRUST Service code 28 · EIN 23-2859590 | Investment Management | $223,944 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $221,460 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J P MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $191,301 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $159,218 |
PNC BANK, N.A.3+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $142,917 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $123,590 |
WELLESLEY3+ years Filed as: WELLESLEY INVESTMENT ADVISORS, INC Service code 28 · EIN 04-3154394 | Investment Management | $121,369 |
COHEN & STEERS3+ years Filed as: COHEN & STEERS CAPITAL MGT, INC Service code 28 · EIN 13-3353336 | Investment Management | $117,878 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $113,080 |
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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 11.11% | 17.84%-6.7pp | 15.63%-4.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $6,502 | $14,688-55.7% | $56,677-88.5% | $14,688-55.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |