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 |
|---|---|---|
PIMCO FUNDS7+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,269,193 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL&GENERAL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,047,973 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,009,206 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $601,529 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $468,310 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $408,869 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $276,691 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $185,958 |
Service code 28 · EIN 54-1947440 | Investment Management | $155,617 |
Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $121,882 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | -4.90% | 14.25%-19.1pp | 9.74%-14.6pp | 13.24%-18.1pp |
| Employer contribution / active EE | $15,773 | $6,860+129.9% | $39,474-60.0% | $14,616+7.9% |
| Participant deferral / active EE | $591 | $197+200.0% | $135+338.1% | $830-28.7% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |