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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $594,641 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $552,051 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $527,677 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITAL MGMT DYNAMIC GROWTH Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $515,627 |
WILLIAM BLAIR1 year Service code 99 · EIN 27-6331814 | Other Fees | $395,747 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $296,740 |
Filed as: PUTNAM TOTAL RETURN Service code 51 · EIN 04-2777224 | Investment Mgmt Fees | $285,976 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $273,626 |
SPRUCEGROVE INVESTMENT MGMT5+ years Filed as: SPRUCEGROVE Service code 51 · EIN 82-3743187 | Investment Mgmt Fees | $242,350 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODERS Service code 52 · EIN 13-4064414 | Indirect Investment Fees | $218,619 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.63% | 14.29%+2.3pp | 14.64%+2.0pp | 21.83%-5.2pp |
| Employer contribution / active EE | $31,203 | $12,083+158.2% | $41,831-25.4% | $12,237+155.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |