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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,545,479 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $302,020 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 28 · EIN 95-2705767 | Investment Management | $255,567 |
NORTHERN TRUST COMPANY8+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $221,544 |
Service code 28 · EIN 51-0368279 | Investment Management | $175,000 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $134,000 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $50,995 |
EPSTEIN BECKER & GREEN PC6 years Filed as: EPSTEIN BECKER & GREEN P.C. Service code 29 · EIN 13-3031033 | Legal | $17,017 |
WALLACH & ASSOCIATES8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -12.88% | 90.87%-103.7pp | 111.29%-124.2pp | 2.77%-15.6pp |
| Employer contribution / active EE | $55,203 | $19,322+185.7% | $46,003+20.0% | $15,262+261.7% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |