Filed July 12, 2006
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 9-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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT7+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $262,199 |
BMO HARRIS BANK NA7+ years Filed as: BMO Service code 21 · EIN 36-2085229 | Bank Trustee | $66,331 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN BROTHERS HARRIMAN & CO Service code 28 · EIN 04-6506648 | Investment Management | $62,341 |
BAIRD FUNDS7+ years Filed as: ROBERT W BAIRD AND CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $59,876 |
LEGG MASON1 year Service code 27 100 INTERNATIONAL DRIVE · BALTIMORE, MA 21201 | Advisory (Plan) | $51,328 |
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 2.84% | 11.91%-9.1pp | 36.37%-33.5pp | 13.24%-10.4pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |