Filed September 29, 1992
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 |
|---|---|---|
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $393,134 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $67,048 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $66,000 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $40,802 |
ACADIAN ASSET MANAGEMENT LLC4+ years Service code 28 · EIN 04-2929221 | Investment Management | $34,138 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $26,966 |
VONTOBEL USA INC3 years Filed as: VONTOBEL ASSET MGMT INC Service code 28 · EIN 13-3223264 | Investment Management | $23,262 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $20,440 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $19,804 |
Service code 28 · EIN 20-3634295 | Investment Management | $18,643 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -5.71% | -1.21%-4.5pp | -0.41%-5.3pp | 0.19%-5.9pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $15,396-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |