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 COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $36,272 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,965 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $13,992 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3361201 | Investment Management | $13,803 |
MONTICELLO ASSOCIATES8+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $9,517 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $8,347 |
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 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 10.68% | 7.73%+2.9pp | 12.78%-2.1pp | 9.89%+0.8pp |
| Employer contribution / active EE | $15,799 | $15,115+4.5% | $44,816-64.7% | $14,313+10.4% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |