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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $465,175 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $385,066 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $188,623 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $103,333 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 25-6358189 | Investment Management | $70,936 |
ARTISAN PARTNERS4+ years Filed as: ARTISAN INTERNATIONAL FUND Service code 28 · EIN 30-0551775 | Investment Management | $32,139 |
DOEREN MAYHEW4+ years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $19,596 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-4597302 | Investment Management | $18,089 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $9,709 |
NORTON ROSE FULBRIGHT3 years Service code 29 · EIN 74-1201087 | Legal | $8,249 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -8.38% | 39.99%-48.4pp | 4.36%-12.7pp | 33.37%-41.7pp |
| Employer contribution / active EE | $28,335 | $11,066+156.1% | $27,383+3.5% | $11,253+151.8% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |