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 | $512,809 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $421,593 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $170,001 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $154,226 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 25-6358189 | Investment Management | $63,162 |
ARTISAN PARTNERS6+ years Filed as: ARTISAN INTERNATIONAL FUND Service code 28 · EIN 30-0551775 | Investment Management | $44,851 |
DOEREN MAYHEW6+ years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $19,000 |
NORTON ROSE FULBRIGHT5 years Service code 29 · EIN 74-1201087 | Legal | $14,104 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 11.68% | 16.36%-4.7pp | 793.01%-781.3pp | 11.45%+0.2pp |
| Employer contribution / active EE | $18,012 | $15,595+15.5% | $27,004-33.3% | $17,219+4.6% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |