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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,047,313 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $894,870 |
Service code 28 · EIN 51-0368279 | Investment Management | $367,556 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $280,237 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 | Investment Management | $261,937 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $195,549 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $135,000 |
EPSTEIN BECKER & GREEN PC4 years Filed as: EPSTEIN BECKER & GREEN P.C. Service code 29 · EIN 13-3031033 | Legal | $46,989 |
Filed as: AEGON USA INVT MANAGEMENT, LLC Service code 28 · EIN 42-1484983 | Investment Management | $24,753 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Soft dollars commissions; Direct paym... | $9,304 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 9.21% | 7.54%+1.7pp | 21681.50%-21672.3pp | 11.45%-2.2pp |
| Employer contribution / active EE | $72,425 | $16,158+348.2% | $87,430-17.2% | $17,219+320.6% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |