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 LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,524,038 |
Filed as: PRUDENTIAL INVESTMENT MGMT INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,142,791 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,091,366 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL&GENERAL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $936,728 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $775,882 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $525,422 |
Filed as: BARROW, HENLEY, MEWHINNEY & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $203,978 |
Filed as: AGINCOURT CAPITAL MGMT LLC Service code 28 · EIN 54-1947440 | Investment Management | $150,383 |
LORD ABBETT3+ years Filed as: LORD, ABBOTT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $94,837 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES, INC. Service code 28 · EIN 22-2540245 | Investment Management | $85,002 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 9.58% | 17.84%-8.3pp | 9.60%0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $45,595-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $88 | $770-88.5% | $255-65.4% | $770-88.5% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |