Filed January 6, 2006 (most recent of 2 filings on file)
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. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $481,139 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-4019460 | Investment Management | $146,536 |
VICTORY1 year Filed as: VICTORY CAPITAL MGMT KEY TRUST CO. Service code 13 · EIN 34-6542451 | Contract Administrator | $97,807 |
CONNING, INC.8+ years Service code 28 · EIN 43-1719355 | Investment Management | $49,554 |
ACCUPRINT4 years Service code 49 · EIN 14-1750613 | Other Services | $38,095 |
VERRILL DANA LLP4 years Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $30,026 |
EDGEWOOD MANAGEMENT LLC8+ years Service code 28 · EIN 20-4044179 | Investment Management | $29,725 |
RYDER COURT GLOBAL1 year Service code 51 · EIN 46-7402180 | Investment Mgmt Fees | $29,004 |
VAN BERKOM & ASSOCIATES8+ years Service code 28 | Investment Management | $22,023 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 80-0175963 | Investment Management | $20,319 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 2.47% | 8.48%-6.0pp | 9.84%-7.4pp | 8.48%-6.0pp |
| Employer contribution / active EE | $1,783 | $9,949-82.1% | $30,320-94.1% | $9,949-82.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |