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: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $392,479 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $289,762 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $134,653 |
ROBECO INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 98-0202744 | Investment Management | $122,811 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $98,723 |
Filed as: GUGGENHEIM TRUST COMPANY Service code 28 · EIN 73-1632078 | Investment Management | $71,372 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 13-0283414 | Advisory (Plan) | $25,973 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $12,945 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $12,280 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 15.02% | 12.51%+2.5pp | 14.20%+0.8pp | 13.95%+1.1pp |
| Employer contribution / active EE | $3,565 | $17,557-79.7% | $27,968-87.3% | $16,598-78.5% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |