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 MANAGEMENT5+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $598,485 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $393,549 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $344,897 |
Filed as: VOYA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 02-0488491 | Investment Management | $324,142 |
THE BANK OF NEW YORK MELLON5+ years Filed as: THE BANK OF NEW YORK MELLON TRUST Service code 21 · EIN 95-3571558 | Bank Trustee | $228,858 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $228,220 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $194,409 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $96,011 |
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $82,913 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $39,327 |
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.
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 21.44% | 17.95%+3.5pp | 13.45%+8.0pp | 21.83%-0.4pp |
| Employer contribution / active EE | $0 | $16,835-100.0% | $26,057-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |