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 FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $1,494,288 |
CAPITAL GUARDIAN5 years Service code 28 · EIN 95-6597294 | Investment Management | $46,395 |
CALLAN LLC5 years Service code 28 · EIN 94-2192581 | Investment Management | $41,941 |
BLACKROCK4 years Filed as: BLACKROCK INST. TRUST CO, NA Service code 28 · EIN 94-6581660 | Investment Management | $3,199 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $261 |
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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 13.22% | 11.98%+1.2pp | 35.14%-21.9pp | 37.74%-24.5pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,378-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $69-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |