Filed October 10, 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.
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 |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $1,114,799 |
CALLAN LLC7 years Service code 28 · EIN 94-2192581 | Investment Management | $35,497 |
CAPITAL GUARDIAN7 years Service code 28 · EIN 95-6597294 | Investment Management | $17,656 |
BLACKROCK6 years Filed as: BLACKROCK INST. TRUST CO, NA Service code 28 · EIN 94-6581660 | Investment Management | $9,780 |
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.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | -28.15% | 10.71%-38.9pp | 8.40%-36.6pp | 10.71%-38.9pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $39,312-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |