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 INVESTMENTS7 years Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $798,364 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $757,294 |
POST ADVISORY GROUP8+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $645,418 |
EARNEST PARTNERS, LLC8+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $629,387 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $587,289 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $578,649 |
FIERA CAPITAL6 years Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 | Advisory (Plan) | $502,348 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $411,642 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $405,495 |
SEGALL BRYANT & HAMILL5 years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $397,573 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -15.33% | -14.80%-0.5pp | -4.80%-10.5pp | -14.80%-0.5pp |
| Employer contribution / active EE | $11,277 | $8,996+25.4% | $30,897-63.5% | $8,996+25.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $64-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |