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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $501,668 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-3275867 | Contract Administrator | $448,323 |
ARIEL INVESTMENTS, LLC9+ years Service code 28 · EIN 02-0712418 | Investment Management | $213,886 |
GLOBEFLEX CAPITAL LP8 years Filed as: GLOBEFLEX CAPITAL L.P. Service code 28 · EIN 33-0597629 | Investment Management | $186,306 |
MERCER9+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $174,300 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $150,000 |
RHUMBLINE ADVISORS9+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $17,068 |
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.
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 | $3,299,877-100.0% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 9.90% | 37.74%-27.8pp | 6.73%+3.2pp | 37.74%-27.8pp |
| Employer contribution / active EE | $5,913 | $15,781-62.5% | $34,949-83.1% | $15,781-62.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |