Filed July 30, 2006 (most recent of 5 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 |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,058,599 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $745,650 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $496,132 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $456,881 |
NORTHERN TRUST COMPANY3+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $422,911 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $357,030 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $140,580 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $123,000 |
Filed as: EPSTEIN BECKER & GREEN P.C. Service code 29 · EIN 13-3031033 | Legal | $49,635 |
HH ASSOCIATES US, INC.1 year Filed as: HH ASSOCIATES US. INC Service code 50 · EIN 98-0532401 | Direct Payment | $10,435 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 5.24% | 17.84%-12.6pp | 15.63%-10.4pp | 17.84%-12.6pp |
| Employer contribution / active EE | $33,664 | $14,688+129.2% | $56,677-40.6% | $14,688+129.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |