Filed August 3, 2006 (most recent of 7 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $360,507 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $320,120 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $285,976 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $177,108 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $59,850 |
JENNER & BLOCK LLP6+ years Service code 29 · EIN 36-2192554 | Legal | $47,293 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $9,166 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $6,872 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.93% | 10.00%-9.1pp | 5.17%-4.2pp | 9.30%-8.4pp |
| Employer contribution / active EE | $4,836 | $10,363-53.3% | $26,422-81.7% | $12,557-61.5% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |