Filed September 8, 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 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,156,290 |
PGIM INVESTMENTS7 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $570,574 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $376,213 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $118,112 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,450 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $62,296 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $57,901 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $38,072 |
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.
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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 7.23% | 8.76%-1.5pp | 6.74%+0.5pp | 8.76%-1.5pp |
| Employer contribution / active EE | $0 | $16,640-100.0% | $43,780-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |