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 FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $462,619 |
SEI INVESTMENTS6 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $454,673 |
SCHULTE ROTH & ZABEL LLP7+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $452,718 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $333,933 |
LEVY PHILLIPS7+ years Service code 29 · EIN 47-3697177 | Legal | $314,690 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $278,139 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $248,610 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $228,358 |
FABIAN & BYRN LLC6 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $195,050 |
MILLIMAN, INC.6 years Service code 17 · EIN 91-0675641 | Pension Consulting | $187,673 |
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.
Annual investment return 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 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | -12.77% | 11.84%-24.6pp | 9.74%-22.5pp | 11.84%-24.6pp |
| Employer contribution / active EE | $6,240 | $17,339-64.0% | $39,474-84.2% | $17,339-64.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |