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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,663,789 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $276,031 |
NORTHERN TRUST COMPANY5+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $272,180 |
Filed as: AEGON USA INVT MANAGEMENT, LLC Service code 28 · EIN 42-1484983 | Investment Management | $202,108 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $147,711 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $147,547 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $129,945 |
Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $104,647 |
EPSTEIN BECKER & GREEN PC3 years Filed as: EPSTEIN BECKER & GREEN P.C. Service code 29 · EIN 13-3031033 | Legal | $38,345 |
WALLACH & ASSOCIATES5+ years Filed as: WALLACH & ASSOCIATES, INC. Service code 17 · EIN 22-3348744 | Pension Consulting | $9,000 |
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 4 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.48% | 21.83%-11.3pp | 12.90%-2.4pp | 21.83%-11.3pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $53,929-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |