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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $465,286 |
SANDERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 20-0348128 | Investment Management | $426,510 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $419,010 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $365,867 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGMENT COMPANY, LLP Service code 28 · EIN 04-2755549 | Investment Management | $332,501 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $292,224 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $249,100 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $205,100 |
LEVY PHILLIPS2+ years Service code 29 · EIN 47-3697177 | Legal | $198,328 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE,ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $186,442 |
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.
Participant 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 | $14,849-100.0% | $297,917-100.0% | $14,849-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 100.0%-100.0pp | 73.1%-73.1pp |
| Annual return | 11.31% | 4.15%+7.2pp | 47.36%-36.1pp | 4.15%+7.2pp |
| Employer contribution / active EE | $5,266 | $6,717-21.6% | $8,555-38.4% | $6,717-21.6% |
| Participant deferral / active EE | $34 | $1,059-96.8% | $9,430-99.6% | $1,059-96.8% |
| Admin fee / account holder | $0 | $0 | $298-100.0% | - |