Filed April 17, 2006 (most recent of 4 filings on file)
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.1+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $382,725 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK, NA Service code 21 · EIN 25-0659306 | Bank Trustee | $311,366 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 13 · EIN 06-1286276 | Contract Administrator | $80,507 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $19,000 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATION Service code 99 · EIN 22-3189064 | Other Fees | $16,000 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $6,632 |
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.
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -3.74% | -1.56%-2.2pp | -3.43%-0.3pp | 2.81%-6.6pp |
| Employer contribution / active EE | $51,383 | $14,048+265.8% | $25,607+100.7% | $16,358+214.1% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |