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, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $292,779 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $242,941 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J P MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $191,690 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MGMT ADV Service code 28 · EIN 23-2859590 | Investment Management | $170,706 |
PNC BANK, N.A.4+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $152,660 |
WELLESLEY4+ years Filed as: WELLESLEY INVESTMENT ADVISORS, INC Service code 28 · EIN 04-3154394 | Investment Management | $139,832 |
Filed as: HARDMAN JOHNSTON GOLBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $135,820 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $123,688 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $113,619 |
COHEN & STEERS4+ years Filed as: COHEN & STEERS CAPITAL MGT, INC Service code 28 · EIN 13-3353336 | Investment Management | $91,439 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $311,837-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -3.35% | 33.37%-36.7pp | 4677.09%-4680.4pp | 33.37%-36.7pp |
| Employer contribution / active EE | $7,133 | $11,253-36.6% | $49,501-85.6% | $11,253-36.6% |
| Participant deferral / active EE | $0 | $819-100.0% | $312-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | - | $99,113-100.0% |