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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $617,578 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-3275867 | Contract Administrator | $440,140 |
MERCER7+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $164,500 |
ARIEL INVESTMENTS, LLC7+ years Service code 28 · EIN 02-0712418 | Investment Management | $114,359 |
GLOBEFLEX CAPITAL LP6 years Filed as: GLOBEFLEX CAPITAL L.P. Service code 28 · EIN 33-0597629 | Investment Management | $103,808 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $57,625 |
RHUMBLINE ADVISORS7+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $22,124 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 10.59% | 15.63%-5.0pp | 4.92%+5.7pp | 15.63%-5.0pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |