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 |
|---|---|---|
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $387,266 |
MILLIMAN, INC.4 years Filed as: MILLIMAN USA Service code 51 · EIN 91-0675641 | Investment Mgmt Fees | $318,301 |
INCOME RESEARCH & MANAGEMENT5 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $284,218 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $263,166 |
ALTRINSIC GLOBAL ADVISORS, LLC6+ years Service code 51 · EIN 30-0016268 | Investment Mgmt Fees | $243,435 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $232,818 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $185,519 |
AON CONSULTING1 year Filed as: AON SERVICES CORPORATION Service code 17 · EIN 36-3051915 | Pension Consulting | $182,932 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $13,422 |
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.
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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 14.28% | 12.86%+1.4pp | 7.87%+6.4pp | 12.86%+1.4pp |
| Employer contribution / active EE | $6,135 | $13,687-55.2% | $31,768-80.7% | $13,687-55.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |