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 COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $15,060 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $13,559 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $11,833 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $11,074 |
ODELL HICKS & COMPANY, LLC4+ years Service code 10 · EIN 36-3310351 | Accounting | $9,300 |
MONTICELLO ASSOCIATES4+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $8,325 |
WITHUMSMITH+BROWN, PC4+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $1,082 |
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.
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 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 1.60% | 11.91%-10.3pp | 8.22%-6.6pp | 13.59%-12.0pp |
| Employer contribution / active EE | $15,389 | $12,237+25.8% | $46,636-67.0% | $14,592+5.5% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |