Filed June 16, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON Service code 28 · EIN 53-0181291 | Investment Management | $3,471,398 |
BUCK GLOBAL, LLC2+ years Service code 11 · EIN 13-3954297 | Actuarial | $1,082,850 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 · EIN 13-5160382 | Investment Management | $579,293 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $513,509 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $193,656 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 17 · EIN 36-4291971 | Pension Consulting | $99,700 |
Service code 29 · EIN 13-5395280 | Legal | $53,501 |
ALBOURNE AMERICA LLC1 year Service code 16 · EIN 91-2164625 | Consulting | $48,222 |
BLOOMBERG FINANCE LP1 year Service code 50 · EIN 13-3417984 | Direct Payment | $42,283 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $15,628 |
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.
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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 10.16% | 8.85%+1.3pp | 9.84%+0.3pp | 8.85%+1.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $30,320-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |