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 |
|---|---|---|
MORNEAU SHEPELL1 year Service code 29 · EIN 52-1883918 | Legal | $526,091 |
WILLIAM BLAIR2 years Service code 99 · EIN 27-6331814 | Other Fees | $465,586 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON CAPITAL MGMT DYNAMIC GROWTH Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $409,900 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $356,442 |
Service code 52 · EIN 61-1855502 | Indirect Investment Fees | $287,482 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $274,860 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $263,980 |
Filed as: LEGAL&GENERAL INV MGMT AMERICA,INC Service code 29 · EIN 20-8058531 | Legal | $243,932 |
Filed as: PUTNAM TOTAL RETURN Service code 51 · EIN 04-2777224 | Investment Mgmt Fees | $235,314 |
SCHRODER INVESTMENT MANAGEMENT6+ years Filed as: SCHRODERS Service code 52 · EIN 13-4064414 | Indirect Investment Fees | $234,671 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 13.32% | 9.48%+3.8pp | 9.52%+3.8pp | 12.86%+0.5pp |
| Employer contribution / active EE | $8,034 | $12,808-37.3% | $41,951-80.8% | $13,687-41.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |