Filed September 22, 2000
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 with Solo.
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See the 9-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $33,330 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $26,098 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $25,374 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-2654585 | Investment Management | $25,353 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $177,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.8%-11.8pp | 0.8%-0.8pp |
| Annual return | 2.21% | -0.60%+2.8pp | -2.52%+4.7pp | -0.60%+2.8pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $82,375-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $201-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $1,917-100.0% | $717-100.0% |