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 |
|---|---|---|
SEI INVESTMENTS8 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $360,628 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $355,013 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $341,755 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $272,750 |
SCHULTE ROTH & ZABEL LLP9+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $208,667 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $208,482 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $202,616 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $192,000 |
MILLIMAN, INC.8 years Service code 17 · EIN 91-0675641 | Pension Consulting | $169,119 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS LLC Service code 28 · EIN 02-0712418 | Investment Management | $162,279 |
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.
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 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 48.3%-48.3pp | 2.4%-2.4pp |
| Annual return | 12.15% | 22.81%-10.7pp | 10.59%+1.6pp | 22.81%-10.7pp |
| Employer contribution / active EE | $6,720 | $18,290-63.3% | $43,976-84.7% | $18,290-63.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |