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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $70,757 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $63,449 |
Filed as: NOMURA CORP RESEARCH ASSET MGMT. Service code 28 · EIN 13-3607885 | Investment Management | $48,103 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $47,647 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 51-0368279 | Investment Management | $39,520 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $30,709 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $30,681 |
Filed as: HYPERION BROOKFIELD ASSET MGMT. Service code 28 · EIN 13-3750132 | Investment Management | $28,286 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $27,198 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $22,625 |
See 1 actuary disclosure with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 16.92% | 13.03%+3.9pp | 10.36%+6.6pp | 23.90%-7.0pp |
| Employer contribution / active EE | $19,206 | $15,779+21.7% | $37,738-49.1% | $16,539+16.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |