Filed May 16, 2006
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 |
|---|---|---|
Filed as: UBS Service code 17 · EIN 13-2638166 | Pension Consulting | $442,087 |
MATRIX TRUST COMPANY1 year Filed as: THE MATRIX TRUST Service code 21 | Bank Trustee | $219,383 |
HEWITT ASSOCIATES LLC1 year Service code 16 · EIN 36-2235791 | Consulting | $106,166 |
BERT SMITH & CO1 year Service code 10 · EIN 52-1094722 | Accounting | $36,000 |
BRADFORD & MARZEC1 year Filed as: BRADFORD Service code 28 · EIN 47-5209018 | Investment Management | $31,711 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 200 E RANDOLPH ST · CHICAGO, IL 60601 | Consulting | $27,442 |
Filed as: DOLAN Service code 28 · EIN 36-4169967 | Investment Management | $26,850 |
Filed as: REINHART Service code 28 · EIN 39-1711628 | Investment Management | $9,423 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 10.32% | 12.40%-2.1pp | 10.16%+0.2pp | 23.90%-13.6pp |
| Employer contribution / active EE | $16,654 | $8,748+90.4% | $33,192-49.8% | $16,539+0.7% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |