Filed November 9, 2005 (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. $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 |
|---|---|---|
AON CONSULTING10+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $957,950 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $450,365 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $447,995 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $344,252 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $263,182 |
THE BANK OF NEW YORK MELLON7 years Service code 19 · EIN 13-5160382 | Securities Custodian | $256,516 |
WALTER SCOTT & PARTNERS LIMITED10+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $225,818 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $220,046 |
GRANTHAM, MAYO, VAN OTTERLOO & CO.10+ years Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $173,345 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $46,813 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 7.92% | 9.22%-1.3pp | 8.40%-0.5pp | 9.22%-1.3pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $39,312-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $131-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |