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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $525,210 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $522,355 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $451,681 |
Filed as: PUTNAM TOTAL RETURN Service code 51 · EIN 04-2777224 | Investment Mgmt Fees | $423,670 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $409,708 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $401,685 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODERS Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $273,692 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCEGROVE Service code 51 · EIN 98-0399967 | Investment Mgmt Fees | $271,618 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $224,443 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CTF DAS Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $205,079 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.93% | 6.13%+0.8pp | 4.74%+2.2pp | 9.19%-2.3pp |
| Employer contribution / active EE | $19,407 | $10,206+90.2% | $36,089-46.2% | $12,608+53.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |