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 |
|---|---|---|
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $948,110 |
SEI INVESTMENTS3 years Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $881,939 |
POST ADVISORY GROUP4+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $609,424 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 27 · EIN 33-0704072 | Advisory (Plan) | $568,997 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $567,223 |
EARNEST PARTNERS, LLC4+ years Service code 27 · EIN 58-2386669 | Advisory (Plan) | $565,798 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $536,310 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 | Advisory (Plan) | $516,668 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $451,902 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $380,491 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -7.08% | 73.13%-80.2pp | 4.36%-11.4pp | 73.13%-80.2pp |
| Employer contribution / active EE | $11,683 | $8,421+38.7% | $27,383-57.3% | $8,421+38.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |