Filed March 20, 2006 (most recent of 2 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 14 · EIN 36-2235791 | Plan Administrator | $6,995,172 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $911,223 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $548,907 |
Filed as: AKIN GUMP Service code 29 · EIN 75-1338644 | Legal | $540,561 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $448,474 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $420,704 |
GLOBAL FOREST PARTNERS LP1+ years Service code 28 · EIN 06-1697119 | Investment Management | $409,919 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $386,777 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $285,228 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $270,067 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $154,906-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 21.1%-21.1pp | 9.2%-9.2pp |
| Annual return | -3.65% | -0.08%-3.6pp | -0.22%-3.4pp | -0.08%-3.6pp |
| Employer contribution / active EE | $1,566 | $7,991-80.4% | $35,165-95.5% | $7,991-80.4% |
| Participant deferral / active EE | $0 | $325-100.0% | $80-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $4,675-100.0% | $275-100.0% |