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 |
|---|---|---|
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $961,422 |
ENTRUST PARTNERS OFFSHORE LP2+ years Service code 28 · EIN 90-0644478 | Investment Management | $862,745 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $528,819 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $523,312 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $519,765 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $464,590 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE MUNDER Service code 28 · EIN 27-0282607 | Investment Management | $373,336 |
THORNBURG2+ years Service code 28 · EIN 85-0301299 | Investment Management | $298,185 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $253,248 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $248,551 |
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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 5.66% | 10.64%-5.0pp | 4.16%+1.5pp | 10.64%-5.0pp |
| Employer contribution / active EE | $4,914 | $11,561-57.5% | $29,966-83.6% | $11,561-57.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |