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 | $509,585 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $396,552 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $152,030 |
COLUMBIA6 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $119,076 |
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 25-6358189 | Investment Management | $43,046 |
DOEREN MAYHEW8+ years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $34,750 |
NORTON ROSE FULBRIGHT7 years Service code 29 · EIN 74-1201087 | Legal | $9,767 |
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -19.28% | -11.26%-8.0pp | -4.80%-14.5pp | 2.77%-22.0pp |
| Employer contribution / active EE | $18,041 | $17,131+5.3% | $30,897-41.6% | $15,262+18.2% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |