Filed October 3, 2002 (most recent of 2 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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP6 years Service code 11 · EIN 13-4008324 | Actuarial | $97,509 |
MERCER2 years Service code 28 · EIN 13-2834414 | Investment Management | $86,364 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $79,559 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $75,475 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $75,319 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT CO. Service code 19 · EIN 76-0658411 | Securities Custodian | $57,982 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $49,346 |
BLACKROCK4 years Filed as: BLACKROCK INVESTMENT Service code 28 · EIN 94-3112180 | Investment Management | $43,986 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $42,010 |
BONADIO & CO., LLP6 years Filed as: THE BONADIO GROUP, LLP Service code 10 · EIN 16-1131146 | Accounting | $17,867 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 3.22% | 7.65%-4.4pp | 4.95%-1.7pp | 7.65%-4.4pp |
| Employer contribution / active EE | $162,280 | $20,599+687.8% | $20,917+675.8% | $20,599+687.8% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |