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 |
|---|---|---|
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $935,872 |
SEI INVESTMENTS1 year Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $894,170 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $576,022 |
POST ADVISORY GROUP2+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $543,494 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $534,774 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 27 · EIN 33-0704072 | Advisory (Plan) | $524,771 |
EARNEST PARTNERS, LLC2+ years Service code 27 · EIN 58-2386669 | Advisory (Plan) | $508,901 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $430,401 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX CAPITAL MANAGEMENT, INC. Service code 27 · EIN 31-1198068 | Advisory (Plan) | $403,646 |
DENVER INVESTMENTS2+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 27 · EIN 84-1284659 | Advisory (Plan) | $400,006 |
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 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | 5.85% | 5.86%0pp | 7.98%-2.1pp | 5.86%0pp |
| Employer contribution / active EE | $11,135 | $10,137+9.8% | $23,724-53.1% | $10,137+9.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $53-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |