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 8-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 17 · EIN 13-2638166 | Pension Consulting | $111,095 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 16 200 E RANDOLPH ST · CHICAGO, IL 60601 | Consulting | $104,621 |
MATRIX TRUST COMPANY1+ years Filed as: THE MATRIX TRUST Service code 21 | Bank Trustee | $76,399 |
BERT SMITH & CO1+ years Service code 10 · EIN 52-1094722 | Accounting | $36,000 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON INT'L VALUE GROUP TRUST Service code 28 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $21,574 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART Service code 28 · EIN 39-1711628 | Investment Management | $18,790 |
BRADFORD & MARZEC1+ years Filed as: BRADFORD Service code 28 · EIN 47-5209018 | Investment Management | $16,284 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON INT'L INV TR FD Service code 28 C/O THE NORTHERN TRUST COMPANY · CHICAGO, IL 60603 | Investment Management | $14,297 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Filed as: DOLAN Service code 28 · EIN 36-4169967 | Investment Management | $13,703 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES CR ASSET TRUST Service code 28 PO BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $5,634 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.72% | -2.48%-3.2pp | -102.03%+96.3pp | 0.19%-5.9pp |
| Employer contribution / active EE | $17,527 | $7,648+129.2% | $36,229-51.6% | $13,763+27.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |