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 |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $5,478,849 |
NATIONAL INVESTMENT SERVICES5+ years Service code 19 · EIN 80-0169636 | Securities Custodian | $910,028 |
Service code 28 · EIN 13-3200244 | Investment Management | $712,707 |
PANAGORA ASSET MANAGEMENT5+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $658,319 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $651,811 |
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 95-4168524 | Advisory (Plan) | $634,312 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Pension Consulting | $597,709 |
INVESCO4 years Service code 28 1360 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $504,736 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH & SHAW Service code 29 · EIN 36-2152202 | Legal | $389,385 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $384,266 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 10.96% | 24.48%-13.5pp | 11.67%-0.7pp | 24.48%-13.5pp |
| Employer contribution / active EE | $4,518 | $9,418-52.0% | $28,376-84.1% | $9,418-52.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |