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 | $472,319 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $240,200 |
HIGHARK CAPITAL MANAGEMENT INC.1+ years Service code 28 350 CALIFORNIA STREET #1600 · SAN FRANCISCO, CA 94104 | Investment Management | $25,999 |
NORTHERN TRUST COMPANY1+ years Service code 50 · EIN 36-2723087 | Direct Payment | $23,786 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR Service code 28 · EIN 84-1596610 | Investment Management | $11,507 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODERS Service code 28 | Investment Management | $10,075 |
HILLCREST ASSET MANAGEMENT1+ years Filed as: HILLCREST Service code 28 2805 DALLAS PARKWAY, SUITE 250 · PLANO, TX 75093 | Investment Management | $6,329 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST HEDGE FUND SERVICES Service code 50 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Direct Payment | $6,138 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 8.62% | 5.09%+3.5pp | 5.00%+3.6pp | 7.18%+1.4pp |
| Employer contribution / active EE | $12,561 | $7,393+69.9% | $35,918-65.0% | $13,095-4.1% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |