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, PIERCE,FENNER AND SM Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $614,340 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $430,884 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $144,004 |
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $41,017 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $26,000 |
NORTON ROSE FULBRIGHT8 years Service code 29 · EIN 74-1201087 | Legal | $25,258 |
Filed as: AMERIPRISE FINANCIAL, INC. Service code 28 · EIN 13-3180631 | Investment Management | $22,065 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $0 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 9.16% | 20.09%-10.9pp | 15.31%-6.1pp | 37.74%-28.6pp |
| Employer contribution / active EE | $14,025 | $15,382-8.8% | $28,686-51.1% | $15,781-11.1% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |