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 |
|---|---|---|
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $1,019,323 |
SEI INVESTMENTS2 years Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $946,094 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 27 · EIN 33-0704072 | Advisory (Plan) | $601,050 |
POST ADVISORY GROUP3+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $589,102 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $575,438 |
EARNEST PARTNERS, LLC3+ years Service code 27 · EIN 58-2386669 | Advisory (Plan) | $566,050 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $550,749 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 | Advisory (Plan) | $494,576 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 27 · EIN 51-0368279 | Advisory (Plan) | $438,683 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 27 · EIN 84-1284659 | Advisory (Plan) | $386,703 |
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.
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 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 15.52% | 16.32%-0.8pp | 10.53%+5.0pp | 16.32%-0.8pp |
| Employer contribution / active EE | $15,603 | $12,766+22.2% | $29,360-46.9% | $12,766+22.2% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |