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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $1,737,722 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT C.LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $719,290 |
FIRST PACIFIC ADVISORS, LLC1+ years Filed as: FIRST PACIFIC ADVISORS LLC Service code 28 · EIN 20-1362771 | Investment Management | $489,146 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $206,757 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $53,504 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $44,000 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND ASSOCIATES Service code 27 · EIN 63-0955503 | Advisory (Plan) | $26,798 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON(TAIWAN TAX AGENT) Service code 40 | Foreign entity (e.g., an agent or bro... | $8,497 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | 4.54% | -1.20%+5.7pp | -2.00%+6.5pp | -0.08%+4.6pp |
| Employer contribution / active EE | $472 | $5,696-91.7% | $34,470-98.6% | $7,991-94.1% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |