Filed July 26, 2006 (most recent of 4 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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $833,378 |
MAGNITUDE CAPITAL, LLC4 years Service code 28 · EIN 02-0696120 | Investment Management | $791,690 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MNGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $662,680 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $621,445 |
NORTHERN TRUST COMPANY5 years Service code 25 · EIN 36-1561860 | Directed Trustee | $137,443 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $107,067 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $105,846 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 4.89% | 9.30%-4.4pp | 3.48%+1.4pp | 9.30%-4.4pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $31,972-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |