Filed September 15, 2006 (most recent of 4 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 |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $156,027 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 12-5160382 | Bank Trustee | $88,923 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $86,525 |
AON CONSULTING8 years Filed as: AON HEWITT INV CONSULTANT, INC Service code 16 · EIN 27-2436452 | Consulting | $42,956 |
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 | $52,198-100.0% | $6,886-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 11.0%-11.0pp |
| Annual return | 6.40% | 4.91%+1.5pp | 7.14%-0.7pp | 8.23%-1.8pp |
| Employer contribution / active EE | $74,118 | $6,090+1117.0% | $20,022+270.2% | $13,859+434.8% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $5-100.0% | $1,652-100.0% |