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 INVESTMENTS8 years Filed as: COOKE AND BIELER LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $785,759 |
VICTORY9+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $770,842 |
POST ADVISORY GROUP9+ years Filed as: POST ADVISORY GROUP, LLC Service code 27 · EIN 95-4818300 | Advisory (Plan) | $656,642 |
EARNEST PARTNERS, LLC9+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $582,608 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MGMT. CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $546,102 |
FIERA CAPITAL7 years Filed as: FIERA CAPITAL INC Service code 27 · EIN 13-2726734 | Advisory (Plan) | $541,640 |
Filed as: BARROW HANLEY MEWHINNEY AND STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $523,059 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $410,911 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $400,180 |
SEGALL BRYANT & HAMILL6 years Service code 27 · EIN 35-2679129 | Advisory (Plan) | $385,788 |
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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 16.54% | 33.11%-16.6pp | 15.31%+1.2pp | 33.11%-16.6pp |
| Employer contribution / active EE | $6,192 | $9,000-31.2% | $28,686-78.4% | $9,000-31.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |