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 FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $813,510 |
LEGAL & GENERAL INVESTMENT3+ years Service code 28 · EIN 20-8058531 | Investment Management | $268,107 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $168,835 |
Filed as: NOMURA CORPORATE RESEARCH Service code 28 · EIN 13-3607885 | Investment Management | $145,610 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $137,805 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $52,787 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $47,347 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $39,852 |
HYPERION BROOKFIELD2 years Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $33,709 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 51-0368279 | Investment Management | $26,198 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.38% | 12.92%+3.5pp | 10.36%+6.0pp | 17.84%-1.5pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |