Filed January 6, 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.
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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,378,175 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 22 · EIN 13-3575636 | Insurance Broker | $253,611 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $120,037 |
QUARLES & BRADY LLP1 year Service code 29 · EIN 39-0432630 | Legal | $43,232 |
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 10 · EIN 33-2514127 | Accounting | $36,225 |
BLACKROCK1 year Filed as: BLACKROCK CORP Service code 28 · EIN 94-3123057 | Investment Management | $7,047 |
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.
Employer contribution per participant 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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 3.82% | 6.42%-2.6pp | 8.91%-5.1pp | 9.30%-5.5pp |
| Employer contribution / active EE | $2,161 | $10,547-79.5% | $24,376-91.1% | $12,557-82.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |