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 |
|---|---|---|
BARTLIT BECK LLP1 year Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $243,372 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3806700 | Investment Management | $90,863 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $87,914 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $72,957 |
CORNERSTONE RESEARCH, INC.1 year Service code 29 · EIN 94-3092543 | Legal | $58,456 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $55,325 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $32,581 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $28,526 |
BROOKFIELD1 year Filed as: BROOKFIELD US INC. Service code 28 · EIN 22-3335453 | Investment Management | $22,029 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $21,660 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -54.21% | 9.58%-63.8pp | 9.52%-63.7pp | 11.45%-65.7pp |
| Employer contribution / active EE | $121,311 | $21,155+473.4% | $41,951+189.2% | $17,219+604.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |