Filed November 9, 2005
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 |
|---|---|---|
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,702,053 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS, IN Service code 28 · EIN 52-1296988 | Investment Management | $529,473 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $499,001 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $350,988 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $349,826 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $329,815 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $325,104 |
THE LAW OFFICES OF JAMES S. RAY10+ years Filed as: JAMES S. RAY Service code 29 · EIN 13-4315411 | Legal | $202,023 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $200,018 |
EMPLOYEE 510+ years Filed as: EMPLOYEE 4 Service code 30 · EIN 75-1280827 | Employee (plan); Direct payment from ... | $185,233 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.66% | 10.11%-0.4pp | 8.09%+1.6pp | 8.85%+0.8pp |
| Employer contribution / active EE | $8,361 | $12,795-34.7% | $28,732-70.9% | $8,529-2.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $7-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |