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.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $441,617 |
MPC CAPITAL ADVISORS LLC2+ years Filed as: MPC CAPITAL ADVISORS Service code 28 · EIN 27-2136582 | Investment Management | $125,917 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 28 · EIN 59-2756929 | Investment Management | $113,323 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $106,432 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-4597302 | Investment Management | $81,788 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES LTD. CO Service code 28 · EIN 74-2798841 | Investment Management | $61,057 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 25-6358189 | Investment Management | $46,738 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN INTERNATIONAL FUND Service code 28 · EIN 30-0551775 | Investment Management | $41,143 |
NORTON ROSE FULBRIGHT1 year Service code 29 · EIN 74-1201087 | Legal | $34,415 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $31,023 |
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 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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.07% | 28.71%-23.6pp | 7.98%-2.9pp | 9.19%-4.1pp |
| Employer contribution / active EE | $8,674 | $15,250-43.1% | $23,724-63.4% | $12,608-31.2% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |