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 | $747,794 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $395,329 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $258,177 |
MERCER3 years Filed as: MERCER INVESTMENT MANGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $182,542 |
LEGAL & GENERAL INVESTMENT8+ years Service code 28 · EIN 20-8058531 | Investment Management | $119,849 |
GRANT THORNTON LLP8+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $62,734 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $46,814 |
Filed as: METLIFE INVESTMENT MGMT Service code 28 · EIN 82-2405817 | Investment Management | $23,815 |
BARTLIT BECK LLP3 years Service code 29 · EIN 36-3909157 | Legal | $13,071 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG FINANCE L.P. Service code 72 · EIN 06-1818168 | Other investment fees and expenses | $12,123 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -22.51% | -6.02%-16.5pp | -3.21%-19.3pp | 23.41%-45.9pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,019-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |