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.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $2,681,852 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0191291 | Actuarial | $1,086,804 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 98-0445579 | Investment Management | $373,651 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $308,301 |
ARROWSTREET CAPITAL2+ years Service code 28 · EIN 04-3472863 | Investment Management | $265,942 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK Service code 21 · EIN 25-0065306 | Bank Trustee | $252,257 |
Filed as: QS INVESTORS Service code 28 · EIN 27-2093005 | Investment Management | $247,161 |
NUMERIC INVESTORS LLC2+ years Service code 28 · EIN 04-3068821 | Investment Management | $156,061 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $135,417 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: MARATHON INVESTMENT PARTNERS, L.P. Service code 28 · EIN 04-3237387 100 CUMMINGS CENTER, SUITE 326J · BEVERLY, MA 01915 | Investment Management | $123,586 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.74% | 6.04%-0.3pp | 5.44%+0.3pp | 9.19%-3.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |