Filed March 10, 2005 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $9,962,845 |
BRIDGEWATER11+ years Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 27-1437501 | Investment Management | $5,797,016 |
PIMCO FUNDS11+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,457,694 |
WESTERN ASSET MANAGEMENT COMPANY11+ years Service code 28 · EIN 95-2705767 | Investment Management | $2,914,024 |
CAMDEN ASSET MANAGEMENT, LP11+ years Service code 28 · EIN 95-4319164 | Investment Management | $2,525,539 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,328,598 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,233,772 |
WILLIAM BLAIR11+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $1,760,851 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 98-0117968 | Investment Management | $1,754,390 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,250,000 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.09% | 9.57%+0.5pp | 5.19%+4.9pp | 9.57%+0.5pp |
| Employer contribution / active EE | $0 | $8,891-100.0% | $38,911-100.0% | $8,891-100.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $0 | $333-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |