Filed October 31, 1995 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $370,941 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $356,547 |
BROOKFIELD REAL ESTATE FUNDS5 years Service code 52 · EIN 61-1855502 | Indirect Investment Fees | $224,665 |
THE BANK OF NEW YORK MELLON10+ years Filed as: MELLON TRUST Service code 21 · EIN 04-1107280 | Bank Trustee | $209,126 |
Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $207,068 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $188,252 |
COMVEST CAPITAL IV LP3 years Filed as: COMVEST CAPITAL IV Service code 28 · EIN 81-3400746 | Investment Management | $173,516 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH+MGMT, LONG DURATION Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $166,641 |
NEPC, LLC10+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH+MGMT, INTER CREDIT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $134,746 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 0.37% | 5.34%-5.0pp | 9.14%-8.8pp | 9.30%-8.9pp |
| Employer contribution / active EE | $1,397 | $9,329-85.0% | $40,544-96.6% | $12,557-88.9% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |