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 FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $1,178,302 |
CAPITAL GUARDIAN3 years Service code 28 · EIN 95-6597294 | Investment Management | $79,455 |
CALLAN LLC3 years Service code 28 · EIN 94-2192581 | Investment Management | $59,810 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG L.P. Service code 50 · EIN 13-3417984 | Direct Payment | $7,198 |
BLACKROCK2 years Filed as: BLACKROCK INST. TRUST CO, NA Service code 28 · EIN 94-6581660 | Investment Management | $4,181 |
BLOOMBERG FINANCE LP2 years Service code 50 · EIN 06-1818168 | Direct Payment | $2,214 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $693 |
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.
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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 7.21% | 7.36%-0.2pp | 9.78%-2.6pp | 13.24%-6.0pp |
| Employer contribution / active EE | $0 | $40,685-100.0% | $46,882-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |