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. $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 |
|---|---|---|
BARTLIT BECK LLP3 years Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $144,934 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 95-2632339 | Investment Management | $144,069 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $79,492 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $55,578 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $44,215 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $42,486 |
CAPITAL MARKET RISK ADVISORS2 years Filed as: CAPITAL MARKET RISK ADVISOR Service code 29 · EIN 47-4660619 | Legal | $18,059 |
L & S VENTURES LLC3 years Service code 17 · EIN 75-3238476 | Pension Consulting | $17,374 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $15,968 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $15,729 |
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.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 53.87% | 38.53%+15.3pp | -3.21%+57.1pp | 2.77%+51.1pp |
| Employer contribution / active EE | $13,602 | $14,659-7.2% | $46,019-70.4% | $15,262-10.9% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |