Filed February 21, 2006
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 |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: COOKE AND BIELER Service code 27 · EIN 23-3082822 | Advisory (Plan) | $876,555 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $858,797 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $605,159 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $548,160 |
POST ADVISORY GROUP1+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $514,619 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 27 · EIN 33-0704072 | Advisory (Plan) | $511,581 |
EARNEST PARTNERS, LLC1+ years Service code 27 · EIN 58-2386669 | Advisory (Plan) | $498,826 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX CAPITAL MANAGEMENT, INC. Service code 27 · EIN 31-1198068 | Advisory (Plan) | $429,644 |
DENVER INVESTMENTS1+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 27 · EIN 84-1284659 | Advisory (Plan) | $424,758 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $393,323 |
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.
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 | $0 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 3.41% | 3.11%+0.3pp | -2.90%+6.3pp | 3.11%+0.3pp |
| Employer contribution / active EE | $13,831 | $9,361+47.8% | $27,990-50.6% | $9,361+47.8% |
| Participant deferral / active EE | $0 | $375-100.0% | $137-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |