Filed July 14, 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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $15,108 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 | Investment Management | $12,491 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $10,826 |
ODELL HICKS & COMPANY, LLC3+ years Service code 10 · EIN 36-3310351 | Accounting | $9,100 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $8,942 |
MONTICELLO ASSOCIATES3+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $7,310 |
WITHUMSMITH+BROWN, PC3+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $2,658 |
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.
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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | 5.63% | -1.00%+6.6pp | -3.19%+8.8pp | 10.56%-4.9pp |
| Employer contribution / active EE | $9,836 | $16,990-42.1% | $48,658-79.8% | $13,643-27.9% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |