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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $503,908 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $247,061 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $246,571 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $74,299 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $65,442 |
Service code 51 · EIN 95-4833644 | Investment Mgmt Fees | $52,320 |
PAYDEN & RYGEL1 year Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $46,268 |
Filed as: MERGANSER CAPITAL MANAGEMENT LLC Service code 51 · EIN 46-3651540 | Investment Mgmt Fees | $17,368 |
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.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.87% | 12.77%-1.9pp | 90.60%-79.7pp | 12.86%-2.0pp |
| Employer contribution / active EE | $6,223 | $8,963-30.6% | $32,727-81.0% | $13,687-54.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |