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.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $274,091 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (U.S.), I Service code 28 · EIN 56-2475915 | Investment Management | $232,849 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $201,147 |
STAR PROTECTION AGENCY1+ years Filed as: STAR AMERICA INFRASTRUCTURE PARTNER Service code 28 · EIN 45-1542041 | Investment Management | $163,316 |
NETOLS ASSET MANAGEMENT1+ years Service code 51 · EIN 39-2013954 | Investment Mgmt Fees | $135,217 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $117,261 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $102,843 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 | Investment Mgmt Fees | $80,428 |
PUGH CAPITAL1+ years Filed as: PUGH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1522082 | Investment Management | $75,573 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $73,011 |
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.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -4.09% | 4.01%-8.1pp | -2.00%-2.1pp | 1.67%-5.8pp |
| Employer contribution / active EE | $21,414 | $6,352+237.1% | $34,470-37.9% | $10,506+103.8% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |