Filed March 12, 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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $470,720 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $466,612 |
SANDERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 20-0348128 | Investment Management | $442,374 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $419,093 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER INC. Service code 28 · EIN 23-3082822 | Investment Management | $348,043 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $346,619 |
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $211,201 |
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 | Contract Administrator | $205,697 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $166,394 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 94-0675641 | Actuarial | $151,586 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $14,614,615 | $4,881,575+199.4% | $7,348,812+98.9% | $4,881,575+199.4% |
| Participation rate | 0.0% | 30.4%-30.4pp | 50.0%-50.0pp | 30.4%-30.4pp |
| Annual return | -4.66% | -0.45%-4.2pp | -0.74%-3.9pp | -0.45%-4.2pp |
| Employer contribution / active EE | $5,185 | $4,120+25.8% | $5,1850% | $4,120+25.8% |
| Participant deferral / active EE | $250 | $859-70.9% | $4,181-94.0% | $859-70.9% |
| Admin fee / account holder | $62,251 | $31,126+100.0% | $31,358+98.5% | $31,126+100.0% |