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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $172,548 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 13-0283414 | Advisory (Plan) | $132,751 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $85,356 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $73,394 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Filed as: BARROW HANLEY MEWHINNREY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $66,543 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $26,240 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $14,125 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 2.85% | 6.77%-3.9pp | 10.54%-7.7pp | 7.65%-4.8pp |
| Employer contribution / active EE | $0 | $23,265-100.0% | $26,782-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |