Filed June 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $1,616,362 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0191291 | Actuarial | $1,180,648 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK Service code 21 · EIN 25-0659306 | Bank Trustee | $513,110 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 36-4536635 | Investment Management | $416,389 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 98-0445579 | Investment Management | $412,936 |
ARROWSTREET CAPITAL1+ years Service code 28 · EIN 04-3472863 | Investment Management | $224,529 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $197,459 |
NUMERIC INVESTORS LLC1+ years Service code 28 · EIN 04-3068821 | Investment Management | $175,475 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 | Investment Management | $165,961 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: MARATHON INVESTMENT PARTNERS, L.P. Service code 28 · EIN 04-3237387 100 CUMMINGS CENTER, SUITE 326J · BEVERLY, MA 01915 | Investment Management | $117,973 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.11% | -1.23%+0.1pp | -3.43%+2.3pp | 1.67%-2.8pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |