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 |
|---|---|---|
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $525,699 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $423,741 |
Filed as: VOYA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 02-0488491 | Investment Management | $286,422 |
CENTURY CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 65-1214946 | Investment Management | $253,102 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $240,230 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $201,307 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $106,612 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK MELLON TRUST Service code 21 · EIN 95-3571558 | Bank Trustee | $77,922 |
CLARK NUBER2+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $38,029 |
PERKINS COIE, LLP2+ years Service code 29 · EIN 91-0591206 | Legal | $34,713 |
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 7.51% | 9.70%-2.2pp | 1.15%+6.4pp | 9.19%-1.7pp |
| Employer contribution / active EE | $7,444 | $15,369-51.6% | $26,339-71.7% | $12,608-41.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |