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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $2,024,134 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $299,650 |
PGIM INVESTMENTS6 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $231,873 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $195,000 |
MCDERMOTT WILL & EMERY LLP2 years Service code 29 · EIN 36-1453176 | Legal | $101,165 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $85,780 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $28,404 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $27,820 |
Service code 29 500 FIFTH AVENUE · NEW YORK, NY 10110 | Legal | $5,000 |
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.
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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 2.3%-2.3pp |
| Annual return | 6.20% | 18.69%-12.5pp | 10.59%-4.4pp | 37.74%-31.5pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,976-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |