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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $455,214 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $268,795 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 51 · EIN 95-4833644 | Investment Mgmt Fees | $155,001 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $147,810 |
Service code 51 · EIN 75-3269118 | Investment Mgmt Fees | $83,124 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $79,144 |
PAYDEN & RYGEL3 years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $66,708 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $62,341 |
MERGANSER CAPITAL MANAGEMENT3 years Filed as: MERGANSER CAPITAL MANAGEMENT LLC Service code 51 · EIN 46-3651540 | Investment Mgmt Fees | $36,024 |
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.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -13.39% | -2.41%-11.0pp | -38.85%+25.5pp | 23.41%-36.8pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,752-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |