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 |
|---|---|---|
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MGMT ADV Service code 28 · EIN 23-2859590 | Investment Management | $291,098 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $289,395 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $201,068 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: J P MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $193,230 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $152,535 |
COHEN & STEERS5+ years Filed as: COHEN & STEERS CAPITAL MGT, INC Service code 28 · EIN 13-3353336 | Investment Management | $140,501 |
WELLESLEY5+ years Filed as: WELLESLEY INVESTMENT ADVISORS, INC Service code 28 · EIN 04-3154394 | Investment Management | $127,944 |
Service code 28 · EIN 13-3257590 | Investment Management | $125,207 |
PNC BANK, N.A.5+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $121,383 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $110,972 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.64% | 21.83%-3.2pp | 12.90%+5.7pp | 21.83%-3.2pp |
| Employer contribution / active EE | $7,639 | $12,237-37.6% | $53,929-85.8% | $12,237-37.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |