Filed January 31, 2006
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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $201,613 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $157,159 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $49,527 |
ANCHIN, BLOCK & ANCHIN LLP1+ years Service code 10 · EIN 13-0436940 | Accounting | $45,000 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 95-4540292 | Bank Trustee | $32,128 |
KELLEY DRYE & WARREN LLP1+ years Service code 29 · EIN 13-5335107 | Legal | $15,814 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $13,617 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $11,947 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 45-3626181 | Investment Management | $10,181 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | -2.29% | 7.17%-9.5pp | 7.98%-10.3pp | 7.18%-9.5pp |
| Employer contribution / active EE | $21,163 | $13,444+57.4% | $23,724-10.8% | $13,095+61.6% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |