Filed February 21, 2006 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.11+ years Service code 11 · EIN 91-0675641 | Actuarial | $566,849 |
MFS INVESTMENT MANAGEMENT11+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $552,473 |
PIMCO FUNDS7 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $424,339 |
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST WALDEN INC Service code 28 · EIN 04-3554611 | Investment Management | $356,417 |
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $341,803 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $251,085 |
THE BANK OF NEW YORK MELLON6 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $164,170 |
CALLAN LLC11+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $120,730 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $45,150 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $14,040 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 17.01% | 9.22%+7.8pp | 2.33%+14.7pp | 9.22%+7.8pp |
| Employer contribution / active EE | $10,158 | $13,567-25.1% | $34,323-70.4% | $13,567-25.1% |
| Participant deferral / active EE | $0 | $575-100.0% | $124-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |