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 CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $322,228 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $126,010 |
KELLEY DRYE & WARREN LLP2+ years Service code 29 · EIN 13-5335107 | Legal | $118,042 |
ANCHIN, BLOCK & ANCHIN LLP2+ years Service code 10 · EIN 13-0436940 | Accounting | $45,000 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 95-4540292 | Bank Trustee | $32,436 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $26,163 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $23,059 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 · EIN 45-3626181 | Advisory (Plan) | $16,672 |
Filed as: COLCHESTER GLOBAL INVESTORS Service code 27 885 THIRD AVENUE · NEW YORK, NE 10022 | Advisory (Plan) | $7,993 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $6,461 |
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.
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 11.55% | 12.38%-0.8pp | 10.53%+1.0pp | 23.90%-12.3pp |
| Employer contribution / active EE | $15,519 | $23,325-33.5% | $29,360-47.1% | $16,539-6.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |