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 FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $949,027 |
CAPITAL GUARDIAN1 year Service code 28 · EIN 95-6597294 | Investment Management | $150,817 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $120,353 |
CALLAN LLC1 year Service code 28 · EIN 94-2192581 | Investment Management | $50,340 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST CO. NA Service code 28 · EIN 94-6581660 | Investment Management | $38,708 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG L.P. Service code 99 · EIN 13-3417984 | Other Fees | $10,009 |
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 29.11% | 17.70%+11.4pp | 13.48%+15.6pp | 53.27%-24.2pp |
| Employer contribution / active EE | $77,586 | $40,511+91.5% | $47,067+64.8% | $14,774+425.1% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |