Filed March 22, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $207,347 |
MERCER1+ years Filed as: MERCER HEALTH & BENEFITS LLC Service code 17 · EIN 34-2015463 | Pension Consulting | $101,587 |
TRUCKER HUSS1+ years Service code 29 ONE EMBARCADERO CENTER, 12TH FLOOR · SAN FRANCISCO, CA 94111 | Legal | $28,645 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: BC ZIEGLER & COMPANY Service code 16 250 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $26,591 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 15 · EIN 06-6033492 | Recordkeeping | $17,988 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.45% | -2.03%-0.4pp | -2.00%-0.4pp | 2.81%-5.3pp |
| Employer contribution / active EE | $4,184 | $9,185-54.4% | $34,470-87.9% | $16,358-74.4% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |