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.2 years Filed as: MILLIMAN USA Service code 51 · EIN 91-0675641 | Investment Mgmt Fees | $532,088 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $359,086 |
ALTRINSIC GLOBAL ADVISORS, LLC4+ years Service code 51 · EIN 30-0016268 | Investment Mgmt Fees | $325,506 |
FOREIGN ENTITY3 years Service code 40 | Foreign entity (e.g., an agent or bro... | $245,675 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $239,125 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $185,920 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $119,892 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $85,178 |
DODGE & COX4+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $84,596 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $21,455 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -3.68% | -1.27%-2.4pp | -0.67%-3.0pp | 33.37%-37.1pp |
| Employer contribution / active EE | $4,303 | $12,021-64.2% | $31,731-86.4% | $11,253-61.8% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |