Filed March 16, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $3,149,535 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT C.LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $519,929 |
FIRST PACIFIC ADVISORS, LLC2+ years Filed as: FIRST PACIFIC ADVISORS LLC Service code 28 · EIN 20-1362771 | Investment Management | $420,554 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $205,413 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 70 · EIN 13-4008324 | Consulting Fees | $150,000 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $107,119 |
Filed as: GALLAGHER BENEFIT SERVCIES, INC Service code 49 · EIN 36-4291971 | Other Services | $100,000 |
CONVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $31,065 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON(TAIWAN TAX AGENT) Service code 40 | Other services; Foreign entity (e.g.,... | $8,233 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | -7.28% | 4.17%-11.5pp | 5.00%-12.3pp | 4.16%-11.4pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |