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 |
|---|---|---|
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $800,148 |
SEI INVESTMENTS5 years Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $764,057 |
POST ADVISORY GROUP6+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $666,937 |
EARNEST PARTNERS, LLC6+ years Service code 27 · EIN 58-2386669 | Advisory (Plan) | $586,388 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 | Advisory (Plan) | $579,461 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $556,304 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $530,760 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $483,917 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $468,373 |
SEGALL BRYANT & HAMILL3 years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $385,770 |
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 15.94% | 5230.06%-5214.1pp | 793.01%-777.1pp | 5230.06%-5214.1pp |
| Employer contribution / active EE | $24,072 | $10,491+129.5% | $27,004-10.9% | $10,491+129.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $154-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |