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 | $422,649 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $310,784 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $169,620 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $157,233 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 13-0283414 | Advisory (Plan) | $47,681 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $14,267 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $13,350 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -22.29% | 93.59%-115.9pp | 22.50%-44.8pp | 39.77%-62.1pp |
| Employer contribution / active EE | $0 | $17,832-100.0% | $33,849-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |