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 MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $548,982 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $381,067 |
Filed as: VOYA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 02-0488491 | Investment Management | $307,980 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NEW YORK MELLON TRUST Service code 21 · EIN 95-3571558 | Bank Trustee | $305,412 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $261,990 |
CENTURY CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 65-1214946 | Investment Management | $230,838 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $219,641 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $109,277 |
Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $43,954 |
PERKINS COIE, LLP3+ years Service code 29 · EIN 91-0591206 | Legal | $33,591 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 21.90% | 19.60%+2.3pp | 11.12%+10.8pp | 17.84%+4.1pp |
| Employer contribution / active EE | $0 | $16,438-100.0% | $22,651-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |