Filed March 23, 2006 (most recent of 2 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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $667,140 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $217,891 |
FULBRIGHT & JAWORSKI1+ years Filed as: FULBRIGHT & JAWORSKI LLP Service code 29 · EIN 74-1201087 | Legal | $187,918 |
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 28 · EIN 59-2756929 | Investment Management | $135,334 |
MPC CAPITAL ADVISORS LLC1+ years Filed as: MPC CAPITAL ADVISORS Service code 28 · EIN 27-2136582 | Investment Management | $126,710 |
CHRISTENSEN & JENSEN P.C.1+ years Service code 29 · EIN 87-0438249 | Legal | $107,698 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 25-6358189 | Investment Management | $70,074 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-4597302 | Investment Management | $65,631 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LTD. CO Service code 28 · EIN 74-2798841 | Investment Management | $60,666 |
HOLLAND & KNIGHT1+ years Filed as: HOLLAND & HART Service code 29 · EIN 84-0382505 | Legal | $55,846 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -3.94% | 0.61%-4.6pp | -2.90%-1.0pp | 1.67%-5.6pp |
| Employer contribution / active EE | $5,580 | $9,133-38.9% | $27,990-80.1% | $10,506-46.9% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |