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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $558,406 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $452,581 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $449,319 |
Filed as: PUTNAM TOTAL RETURN Service code 51 · EIN 04-2777224 | Investment Mgmt Fees | $400,322 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $379,328 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $316,312 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODERS Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $283,340 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE Service code 51 · EIN 98-0399967 | Investment Mgmt Fees | $236,752 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $217,313 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CTF DAS Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $196,721 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.97% | -0.09%-1.9pp | -0.81%-1.2pp | 1.67%-3.6pp |
| Employer contribution / active EE | $18,790 | $11,440+64.3% | $38,425-51.1% | $10,506+78.9% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |