Filed March 21, 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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $365,008 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $82,586 |
MCDERMOTT WILL & EMERY LLP2 years Service code 29 · EIN 36-1453176 | Legal | $62,209 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $57,632 |
KELLEY DRYE & WARREN LLP10+ years Filed as: KELLEY DRYE Service code 29 · EIN 13-5335107 | Legal | $18,242 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 6.18% | 8.50%-2.3pp | 9.84%-3.7pp | 8.76%-2.6pp |
| Employer contribution / active EE | $8,119 | $11,009-26.2% | $30,320-73.2% | $16,627-51.2% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |