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 FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $736,388 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $275,580 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP Service code 28 · EIN 95-6597294 | Investment Management | $191,310 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-6581660 | Investment Management | $118,648 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES INC Service code 49 · EIN 94-2192581 | Other Services | $52,139 |
BLOOMBERG FINANCE LP1+ years Filed as: BLOOMBERG LP Service code 99 · EIN 13-3417984 | Other Fees | $6,891 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 17.36% | 9.19%+8.2pp | 4.74%+12.6pp | 9.19%+8.2pp |
| Employer contribution / active EE | $11,742 | $12,608-6.9% | $46,220-74.6% | $12,608-6.9% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |