Filed September 12, 2006 (most recent of 5 filings on file)
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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,091,994 |
Filed as: PRUDENTIAL REALTY Service code 28 · EIN 22-1211670 | Investment Management | $1,044,183 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY Service code 28 · EIN 06-6033492 | Investment Management | $643,962 |
Filed as: DRIEHAUS INTERNATIONAL SMALL CAP Service code 28 · EIN 20-3634295 | Investment Management | $589,782 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Filed as: IRIDIAN Service code 28 · EIN 86-6022555 | Investment Management | $532,997 |
ARTISAN PARTNERS2 years Filed as: ARTISAN MIDCAP Service code 28 · EIN 30-0551775 | Investment Management | $338,830 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $297,074 |
CAPITAL GUARDIAN6+ years Service code 28 · EIN 95-2553868 | Investment Management | $259,633 |
ELLWOOD ASSOCIATES6+ years Filed as: ELLWOOD & ASSOCIATES Service code 17 · EIN 36-3121777 | Pension Consulting | $228,360 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Filed as: CAUSEWAY Service code 28 · EIN 26-0317998 | Investment Management | $189,127 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 14.95% | 19.50%-4.6pp | 8.35%+6.6pp | 12.86%+2.1pp |
| Employer contribution / active EE | $15,114 | $27,684-45.4% | $27,010-44.0% | $13,687+10.4% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |