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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $453,799 |
SANDERSON ASSET MANAGEMENT2 years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $384,814 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $342,288 |
SEI INVESTMENTS4 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $334,231 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $322,582 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $241,033 |
SCHULTE ROTH & ZABEL LLP5+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $222,728 |
FABIAN & BYRN LLC4 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $216,042 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 74-0694415 | Investment Management | $206,386 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $198,242 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
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 | $830,537 | $465,589+78.4% | $353,726+134.8% | $465,589+78.4% |
| Participation rate | 0.0% | 20.0%-20.0pp | 75.0%-75.0pp | 20.0%-20.0pp |
| Annual return | 43.35% | 11.59%+31.8pp | 25.45%+17.9pp | 11.59%+31.8pp |
| Employer contribution / active EE | $5,901 | $10,732-45.0% | $14,166-58.3% | $10,732-45.0% |
| Participant deferral / active EE | $0 | $1,693-100.0% | $12,434-100.0% | $1,693-100.0% |
| Admin fee / account holder | $2,876 | $1,829+57.2% | $1,753+64.0% | $1,829+57.2% |