Filed May 18, 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 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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IA 60069 | Actuarial | $2,403,628 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,447,100 |
CURCIO WEBB6 years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $133,542 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $50,784 |
Filed as: THE BANK OF NEW YORK MELON Service code 28 · EIN 13-5160382 | Investment Management | $36,589 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -3.17% | 8.05%-11.2pp | 6.78%-10.0pp | 9.30%-12.5pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,154-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |