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 |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC1+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $5,477,851 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $1,274,101 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,134,855 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA Service code 28 · EIN 65-0913817 401 EAST LAS OLAS BLVD SUITE 1700 · FORT LAUDERDALE, FL 33301 | Investment Management | $1,023,202 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 19 · EIN 98-0465834 | Securities Custodian | $998,057 |
Filed as: TCW CAPITAL TRUST Service code 28 · EIN 27-6148636 | Investment Management | $868,090 |
Service code 28 · EIN 13-3200244 245 PARK AVE, 7TH FLOOR · NEW YORK, NY 10167 | Investment Management | $857,932 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 ONE BRYANT PARK, 38TH FLOOR · NEW YORK, NY 10036 | Investment Management | $794,100 |
NATIONAL INVESTMENT SERVICES1+ years Service code 19 · EIN 80-0169636 | Securities Custodian | $736,675 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-0320030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $668,181 |
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 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | -0.14% | -0.08%-0.1pp | -0.79%+0.6pp | -0.08%-0.1pp |
| Employer contribution / active EE | $3,695 | $7,991-53.8% | $28,419-87.0% | $7,991-53.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |