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 INVESTMENTS4 years Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $845,351 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $764,050 |
POST ADVISORY GROUP5+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $687,453 |
EARNEST PARTNERS, LLC5+ years Service code 27 · EIN 58-2386669 | Advisory (Plan) | $601,633 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $553,598 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $550,893 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 | Advisory (Plan) | $527,551 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 27 · EIN 33-0704072 | Advisory (Plan) | $517,462 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $466,570 |
SEGALL BRYANT & HAMILL2 years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $384,278 |
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 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 | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 21.60% | 1023.85%-1002.2pp | 18.06%+3.5pp | 1023.85%-1002.2pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $30,411-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $40-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |