Filed September 20, 2006
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: FIRST REPUBLIC BANK Service code 26 · EIN 22-3623353 | Advisory (Participants) | $2,510,718 |
RBC GLOBAL ASSET MANAGEMENT5+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $399,322 |
Service code 11 · EIN 53-0181291 | Actuarial | $178,749 |
ARROWSTREET CAPITAL3 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $132,136 |
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 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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 3.56% | 6915.14%-6911.6pp | 380.66%-377.1pp | 627.08%-623.5pp |
| Employer contribution / active EE | $200,844 | $39,618+407.0% | $45,083+345.5% | $18,824+967.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |