Filed February 8, 1999 (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 9-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $3,132,125 |
NORTHERN TRUST COMPANY10+ years Service code 12 · EIN 36-1561860 | Direct payment from the plan; Soft do... | $726,730 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $692,648 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $612,807 |
SEI INVESTMENTS5 years Filed as: SEI TRUST COMPANY Service code 11 · EIN 06-1271230 | Actuarial | $424,169 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $374,859 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $199,073 |
BECHER DELLA TORRE GITTO & CO.10+ years Service code 10 · EIN 22-2625944 | Accounting | $31,810 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $21,976 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $17,236 |
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.
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.98% | 7.96%-6.0pp | 5.17%-3.2pp | 8.76%-6.8pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,422-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |