Filed July 28, 2006 (most recent of 3 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 |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $491,592 |
LEGAL & GENERAL INVESTMENT2+ years Service code 28 · EIN 20-8058531 | Investment Management | $209,966 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $150,654 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $127,268 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $68,305 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $62,132 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $53,337 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $45,996 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $27,464 |
HYPERION BROOKFIELD1 year Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $21,725 |
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.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 10.49% | 6.13%+4.4pp | 4.74%+5.8pp | 9.19%+1.3pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |