Filed September 1, 2006 (most recent of 2 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 3-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.2 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $310,517 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP (U.S.) Service code 28 · EIN 56-2475915 | Investment Management | $251,812 |
MEKETA INVESTMENT GROUP1 year Service code 16 · EIN 04-2659023 | Consulting | $212,500 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $173,615 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $167,838 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $128,890 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK Service code 28 · EIN 04-1867445 | Investment Management | $119,099 |
NETOLS ASSET MANAGEMENT2 years Filed as: NETOLS Service code 28 · EIN 39-2013954 | Investment Management | $110,583 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 95-3571558 | Direct payment from the plan; Custodi... | $82,387 |
PUGH CAPITAL3+ years Filed as: PUGH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1522082 | Investment Management | $78,843 |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | -93.40% | 9.89%-103.3pp | 10.16%-103.6pp | 10.21%-103.6pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |