Filed February 24, 2006 (most recent of 3 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.8 years Filed as: MILLIMAN USA Service code 51 · EIN 91-0675641 | Investment Mgmt Fees | $278,904 |
FIRST PACIFIC ADVISORS, LLC2 years Service code 28 · EIN 20-1362771 | Investment Management | $247,233 |
Service code 28 · EIN 48-1140940 | Investment Management | $199,621 |
Service code 28 · EIN 20-2830751 | Investment Management | $157,698 |
AON CONSULTING5 years Filed as: AON SERVICES CORPORATION Service code 17 · EIN 36-3051915 | Pension Consulting | $88,456 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $54,893 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $11,992 |
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | -0.79% | 9.30%-10.1pp | 8.34%-9.1pp | 9.30%-10.1pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $30,799-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |