Filed January 6, 2006
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 9-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 |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $330,975 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MANAGEMENT CO. Service code 21 · EIN 46-1964829 | Bank Trustee | $164,875 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $34,973 |
LOOMIS SAYLES8 years Service code 21 · EIN 27-6848787 | Bank Trustee | $28,996 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $13,636 |
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA LIFE INSURANCE CO. Service code 23 · EIN 06-6033492 | Insurance services | $9,288 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | -3.18% | 8.50%-11.7pp | 9.84%-13.0pp | 8.76%-11.9pp |
| Employer contribution / active EE | $22,831 | $11,009+107.4% | $30,320-24.7% | $16,627+37.3% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |