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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $559,310 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $539,729 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $519,761 |
Filed as: MELLON CAPITAL MGMT DYNAMIC GROWTH Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $443,278 |
Filed as: PUTNAM TOTAL RETURN Service code 51 · EIN 04-2777224 | Investment Mgmt Fees | $437,906 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $380,741 |
SPRUCEGROVE INVESTMENT MGMT3+ years Filed as: SPRUCEGROVE Service code 51 · EIN 98-0399967 | Investment Mgmt Fees | $318,463 |
VAUGHAN NELSON INVESTMENT MGMT3+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $289,899 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODERS Service code 52 · EIN 13-4064414 | Indirect Investment Fees | $217,835 |
NEPC, LLC3+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $146,500 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.91% | 12.92%+2.0pp | 10.36%+4.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $18,804 | $14,070+33.7% | $37,738-50.2% | $14,688+28.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |