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 FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $990,834 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $426,333 |
LEGAL & GENERAL INVESTMENT5+ years Service code 28 · EIN 20-8058531 | Investment Management | $251,332 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $161,352 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $52,671 |
Filed as: NOMURA COPORATE RESEARCH Service code 28 · EIN 13-3607885 | Investment Management | $50,796 |
HYPERION BROOKFIELD4 years Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $44,672 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $40,322 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $39,406 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG FINANCE Service code 17 · EIN 06-1818168 | Pension Consulting | $5,300 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 26.87% | 14.29%+12.6pp | 14.64%+12.2pp | 21.83%+5.0pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |