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 year Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $234,728 |
Filed as: MONDRIAN INVESTMENT GROUP (U.S.) Service code 28 · EIN 56-2475915 | Investment Management | $228,782 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $202,675 |
Filed as: MESA WEST REAL ESTATE INCOME FUND Service code 51 · EIN 45-4924975 | Investment Mgmt Fees | $171,213 |
Filed as: SENTIENT SERF IV Service code 51 · EIN 98-1011050 | Investment Mgmt Fees | $138,999 |
NETOLS ASSET MANAGEMENT1 year Filed as: NETOLS Service code 28 · EIN 39-2013954 | Investment Management | $131,459 |
Filed as: STATE STREET BANK Service code 28 · EIN 04-1867445 | Investment Management | $113,318 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $106,022 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $100,990 |
Service code 18 · EIN 95-3571558 | Custodial (other than securities); Cu... | $78,228 |
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.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 8.92% | 9.41%-0.5pp | 5.00%+3.9pp | 9.19%-0.3pp |
| Employer contribution / active EE | $81,443 | $8,353+875.0% | $35,918+126.7% | $12,608+545.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |