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 | $552,343 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $420,738 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $130,382 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $109,065 |
LAZARD ASSET MANAGEMENT7+ years Service code 28 · EIN 25-6358189 | Investment Management | $59,022 |
NORTON ROSE FULBRIGHT6 years Service code 29 · EIN 74-1201087 | Legal | $40,323 |
ARTISAN PARTNERS7+ years Filed as: ARTISAN INTERNATIONAL FUND Service code 28 · EIN 30-0551775 | Investment Management | $15,591 |
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 7.94% | 11.91%-4.0pp | 36.37%-28.4pp | 13.24%-5.3pp |
| Employer contribution / active EE | $11,574 | $16,637-30.4% | $37,223-68.9% | $14,616-20.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |