Filed August 29, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $92,564 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $76,418 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $73,028 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $58,623 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOCIAT Service code 14 · EIN 13-5656874 | Plan Administrator | $42,456 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $34,506 |
HYPERION BROOKFIELD1+ years Filed as: HYPERION BROOKFIELD ASSET MANAGEMEN Service code 28 · EIN 13-3750132 | Investment Management | $34,289 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $27,497 |
LEGAL & GENERAL INVESTMENT1+ years Service code 28 · EIN 20-8058531 | Investment Management | $26,169 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $24,652 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 1.65% | 0.06%+1.6pp | -0.81%+2.5pp | -0.60%+2.3pp |
| Employer contribution / active EE | $39,370 | $14,206+177.1% | $38,425+2.5% | $12,272+220.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |