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 MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $599,589 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $422,548 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $416,751 |
Filed as: VOYA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 02-0488491 | Investment Management | $335,242 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $272,264 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $235,199 |
THE BANK OF NEW YORK MELLON4+ years Filed as: THE BANK OF NEW YORK MELLON TRUST Service code 21 · EIN 95-3571558 | Bank Trustee | $190,734 |
CALLAN LLC4+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $129,673 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $44,783 |
CLARK NUBER4+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $22,913 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -13.70% | -5.10%-8.6pp | -6.55%-7.1pp | 33.37%-47.1pp |
| Employer contribution / active EE | $15,894 | $17,560-9.5% | $21,653-26.6% | $11,253+41.2% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |