Filed January 17, 2006 (most recent of 3 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 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 |
|---|---|---|
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $253,303 |
NORTHERN TRUST COMPANY10+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $248,440 |
NEPC, LLC9 years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $128,329 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $70,926 |
Filed as: PARAMETRIC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $68,549 |
JOHNSTON INTERNATIONAL3 years Service code 51 · EIN 53-0237142 | Investment Mgmt Fees | $61,287 |
Filed as: HOTCHKIS & WILEY CAP MGMT Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $36,177 |
BLACKROCK3 years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $25,485 |
EMERALD PRINT MANAGEMENT1 year Filed as: EMERALD PRINT MANAGEMENT, INC. Service code 49 · EIN 01-0803249 | Other Services | $9,281 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 4.84% | 5.48%-0.6pp | 9.84%-5.0pp | 9.30%-4.5pp |
| Employer contribution / active EE | $5,777 | $9,127-36.7% | $30,320-80.9% | $12,557-54.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |