Filed February 27, 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 |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGENENT Service code 28 · EIN 13-3575636 | Investment Management | $522,701 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $429,193 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $170,608 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK. N.A. Service code 11 · EIN 13-4994650 | Actuarial | $152,000 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 13-3364256 | Accounting | $33,000 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -24.24% | -13.54%-10.7pp | 22.50%-46.7pp | 23.41%-47.7pp |
| Employer contribution / active EE | $13,333 | $14,842-10.2% | $33,849-60.6% | $12,650+5.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |