Filed June 14, 2006 (most recent of 4 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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $974,241 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $214,113 |
CRAMER ROSENTHAL MCGLYNN LLC1+ years Filed as: CRAMER, ROSENTHAL & MCGLYNN LLC Service code 28 · EIN 13-3977282 | Investment Management | $128,183 |
Service code 28 · EIN 95-4597302 | Investment Management | $16,504 |
Service code 26 · EIN 37-3580301 | Advisory (Participants) | $5,431 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.37% | 4.01%-4.4pp | -2.00%+1.6pp | 1.67%-2.0pp |
| Employer contribution / active EE | $27,014 | $6,352+325.3% | $34,470-21.6% | $10,506+157.1% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |