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 | $567,335 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $173,110 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR Service code 28 · EIN 84-1596610 | Investment Management | $8,563 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $8,000 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODERS Service code 28 | Investment Management | $7,361 |
SMITH & DOWNEY1 year Service code 29 320 E. TOWSONTOWN BLVD, SUITE 1E · BALTIMORE, MD 21286 | Legal | $6,993 |
HILLCREST ASSET MANAGEMENT2+ years Filed as: HILLCREST Service code 28 2805 DALLAS PARKWAY, SUITE 250 · PLANO, TX 75093 | Investment Management | $6,255 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $5,152 |
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 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.15% | 12.40%-1.3pp | 10.16%+1.0pp | 23.90%-12.7pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |