Filed December 10, 2005 (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 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 |
|---|---|---|
Filed as: SILCHESTER Service code 50 · EIN 36-7045783 | Direct Payment | $57,707 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $46,472 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 50 · EIN 20-2847783 | Direct Payment | $36,411 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 50 · EIN 98-0202744 | Direct Payment | $34,853 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 20 · EIN 91-0189318 | Direct payment from the plan; Trustee... | $13,000 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $11,298 |
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.
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 | $44,374 | $39,819+11.4% | $67,834-34.6% | $57,658-23.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 5.13% | 9.19%-4.1pp | 138.47%-133.3pp | 5.13%0pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $185 | $84+121.2% | $4,622-96.0% | $95+95.6% |