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 |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $33,017 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 22-3361201 | Investment Management | $17,299 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $16,347 |
MONTICELLO ASSOCIATES6+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $12,178 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $11,755 |
ODELL HICKS & COMPANY, LLC6+ years Service code 10 · EIN 36-3310351 | Accounting | $9,300 |
WITHUMSMITH+BROWN, PC6+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $963 |
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 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 33.18% | 13.03%+20.1pp | 9.07%+24.1pp | 18.34%+14.8pp |
| Employer contribution / active EE | $12,157 | $14,235-14.6% | $46,116-73.6% | $14,665-17.1% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |