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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $155,696 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $113,658 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 95-2632339 | Investment Management | $105,345 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $97,403 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $44,608 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $15,632 |
L & S VENTURES LLC4 years Service code 17 · EIN 75-3238476 | Pension Consulting | $14,140 |
LEGAL & GENERAL INVESTMENT9+ years Service code 28 · EIN 20-8058531 | Investment Management | $7,659 |
FERRAIUOLI LLC1 year Filed as: FERRAIUOLI, Service code 29 · EIN 66-0628895 | Legal | $5,893 |
Filed as: METLIFE Service code 28 · EIN 82-2405817 | Investment Management | $5,794 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 13.99% | 11.26%+2.7pp | 12.68%+1.3pp | 37.74%-23.8pp |
| Employer contribution / active EE | $8,623 | $10,658-19.1% | $41,588-79.3% | $15,781-45.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |