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 SHEPELL2 years Filed as: LIFEWORKS (US) LTD Service code 29 · EIN 52-1883918 | Legal | $475,040 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $381,846 |
BROOKFIELD REAL ESTATE FUNDS3 years Service code 52 · EIN 61-1855502 | Indirect Investment Fees | $281,233 |
Service code 19 · EIN 20-8058531 | Securities Custodian | $248,071 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH+MGMT, LONG DURATION Service code 28 · EIN 04-2955404 | Investment Management | $229,859 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $217,024 |
SCHRODER INVESTMENT MANAGEMENT8+ years Filed as: SCHRODERS Service code 52 · EIN 13-4064414 | Indirect Investment Fees | $211,492 |
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON TRUST Service code 21 · EIN 04-1107280 | Bank Trustee | $166,077 |
WILLIAM BLAIR4 years Service code 99 · EIN 27-6331814 | Other Fees | $151,512 |
NEPC, LLC8+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
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.
Employer 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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -19.63% | -6.02%-13.6pp | -3.21%-16.4pp | 23.41%-43.0pp |
| Employer contribution / active EE | $76 | $11,241-99.3% | $46,019-99.8% | $12,650-99.4% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |