Filed March 15, 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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 94-1687665 | Investment Management | $236,743 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 11 · EIN 13-4008324 | Actuarial | $195,354 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 16 1301 FIFTH AVENUE · SEATTLE, WA 98101 | Consulting | $37,756 |
PKF O'CONNOR DAVIES, LLP8 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $35,177 |
SMITH & DOWNEY8 years Service code 29 320 E. TOWSONTOWN BLVD, SUITE 1E · BALTIMORE, MD 21286 | Legal | $29,251 |
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 | $0 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | -0.41% | 8.50%-8.9pp | 9.83%-10.2pp | 8.76%-9.2pp |
| Employer contribution / active EE | $0 | $11,009-100.0% | $30,326-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |