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 | $460,832 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $340,456 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $130,122 |
ROBECO INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 98-0202744 | Investment Management | $86,341 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $46,275 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 13-0283414 | Advisory (Plan) | $35,503 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $25,662 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $12,862 |
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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 16.81% | 7.62%+9.2pp | 10.57%+6.2pp | 627.08%-610.3pp |
| Employer contribution / active EE | $4,384 | $18,841-76.7% | $29,483-85.1% | $18,824-76.7% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |