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 COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $32,955 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,500 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 22-3361201 | Investment Management | $15,364 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $11,127 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $9,170 |
MONTICELLO ASSOCIATES7+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $7,290 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -15.86% | -12.59%-3.3pp | -11.06%-4.8pp | -5.25%-10.6pp |
| Employer contribution / active EE | $11,683 | $15,979-26.9% | $55,362-78.9% | $15,166-23.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |