Filed March 21, 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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL TRUST CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $403,148 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 28 · EIN 06-1452020 | Investment Management | $346,612 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $343,925 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $173,356 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $150,000 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,760 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $82,186-100.0% | $861,422-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.3%-14.3pp | 3.6%-3.6pp |
| Annual return | 11.43% | 11.84%-0.4pp | 6.57%+4.9pp | 11.84%-0.4pp |
| Employer contribution / active EE | $40,996 | $17,339+136.4% | $34,489+18.9% | $17,339+136.4% |
| Participant deferral / active EE | $0 | $683-100.0% | $0 | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |