Filed June 1, 1995 (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 7-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 |
|---|---|---|
MONTICELLO ASSOCIATES1+ years Service code 16 · EIN 84-1205635 | Consulting | $188,750 |
Service code 28 · EIN 36-7045783 | Investment Management | $163,061 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $104,733 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $94,070 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-6977441 | Investment Management | $60,665 |
FORTRESS1+ years Filed as: FORTRESS CREDIT OPPORTUNITIES Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $51,271 |
CAMBRIAN CAPITAL, LP1+ years Service code 28 50 OSGOOD PLACE, SUITE 500 · SAN FRANCISCO, CA 94133 | Investment Management | $43,482 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $38,484 |
Service code 28 · EIN 90-0365238 | Investment Management | $36,189 |
NEWPORT ASIA, LLC1+ years Service code 28 · EIN 94-3413235 | Investment Management | $0 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 7.51% | 5.09%+2.4pp | 5.00%+2.5pp | 7.18%+0.3pp |
| Employer contribution / active EE | $10,193 | $7,393+37.9% | $35,918-71.6% | $13,095-22.2% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |