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 COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $30,477 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3361201 | Investment Management | $16,717 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 33-1498605 | Accounting | $16,440 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $14,498 |
MONTICELLO ASSOCIATES9+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $9,875 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $8,034 |
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 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 13.83% | 9.01%+4.8pp | 8.39%+5.4pp | 8.23%+5.6pp |
| Employer contribution / active EE | $16,074 | $10,608+51.5% | $41,487-61.3% | $13,859+16.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |