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 FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $450,183 |
SEI INVESTMENTS5 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $353,920 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $339,557 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $306,344 |
SCHULTE ROTH & ZABEL LLP6+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $296,552 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $290,563 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $251,259 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 74-0694415 | Investment Management | $223,186 |
LEVY PHILLIPS6+ years Service code 29 · EIN 47-3697177 | Legal | $209,676 |
MILLIMAN, INC.5 years Service code 17 · EIN 91-0675641 | Pension Consulting | $197,409 |
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 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 | $9,670,440 | $3,654,750+164.6% | $1,774,173+445.1% | $3,654,750+164.6% |
| Participation rate | 0.0% | 11.4%-11.4pp | 62.5%-62.5pp | 11.4%-11.4pp |
| Annual return | 8.26% | 6.44%+1.8pp | 6.24%+2.0pp | 6.44%+1.8pp |
| Employer contribution / active EE | $5,817 | $20,807-72.0% | $2,162+169.1% | $20,807-72.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $4,309-100.0% | $215-100.0% |
| Admin fee / account holder | $32,428 | $14,072+130.4% | $7,644+324.2% | $14,072+130.4% |