Filed August 21, 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. $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 10-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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $504,391 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-3275867 | Contract Administrator | $445,771 |
MERCER10+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $258,400 |
ARIEL INVESTMENTS, LLC10+ years Service code 28 · EIN 02-0712418 | Investment Management | $242,320 |
GLOBEFLEX CAPITAL LP9 years Filed as: GLOBEFLEX CAPITAL L.P. Service code 28 · EIN 33-0597629 | Investment Management | $215,608 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $150,000 |
RHUMBLINE ADVISORS10+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $21,823 |
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.
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 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 7.98% | 8.76%-0.8pp | 3.48%+4.5pp | 8.76%-0.8pp |
| Employer contribution / active EE | $8,317 | $16,627-50.0% | $31,972-74.0% | $16,627-50.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |