Filed August 5, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP2 years Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $281,441 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $63,918 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $55,040 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $32,806 |
CAPITAL MARKET RISK ADVISORS1 year Filed as: CAPITAL MARKET RISK ADVISOR Service code 29 · EIN 47-4660619 | Legal | $32,672 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $25,961 |
Filed as: NOMURA COPORATION Service code 28 · EIN 13-3607885 | Investment Management | $19,616 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 95-2632339 | Investment Management | $16,990 |
L & S VENTURES LLC2 years Service code 17 · EIN 75-3238476 | Pension Consulting | $13,319 |
BEACON HILL1 year Service code 29 · EIN 04-3496741 | Legal | $13,249 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 9.36% | 11.84%-2.5pp | 8.95%+0.4pp | 13.24%-3.9pp |
| Employer contribution / active EE | $12,249 | $12,426-1.4% | $46,559-73.7% | $14,616-16.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |