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 | $414,750 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $310,858 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $139,970 |
ROBECO INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 98-0202744 | Investment Management | $117,114 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $90,762 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 13-0283414 | Advisory (Plan) | $44,274 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $21,980 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $16,052 |
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.
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -7.26% | -1.43%-5.8pp | -0.70%-6.6pp | -0.69%-6.6pp |
| Employer contribution / active EE | $21,959 | $25,105-12.5% | $28,903-24.0% | $16,786+30.8% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |