Filed March 17, 2006 (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: FIDELITY INSTUTIONAL ASSET MGMT Service code 13 · EIN 04-2507163 | Contract Administrator | $1,270,727 |
AON CONSULTING2 years Service code 13 · EIN 36-2235791 | Contract Administrator | $253,240 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $53,945 |
DAVIS WRIGHT TREMAINE4+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $31,152 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 21 111 W. MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $21,110 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $16,079 |
Filed as: HIGHLAND CAPITAL Service code 28 7 TIMES SQUARE, SUITE 4304 · NEW YORK, NY 10036 | Investment Management | $3,900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -8.88% | -5.24%-3.6pp | -6.55%-2.3pp | 0.19%-9.1pp |
| Employer contribution / active EE | $23,244 | $21,507+8.1% | $21,653+7.3% | $13,763+68.9% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |