Filed April 7, 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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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 13-5160382 | Bank Trustee | $134,822 |
Filed as: SHAPIRO CAPITAL MANAGEMENT Service code 28 · EIN 20-4196445 | Investment Management | $99,861 |
Filed as: JP MORGAN INVESTMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $65,843 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $54,148 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
HILLSWICK ASSET MANAGEMENT1 year Service code 28 · EIN 90-0172984 | Investment Management | $26,899 |
AMERICAN FUNDS1 year Filed as: CAPITAL GUARDIAN GROUP Service code 28 · EIN 95-2553868 | Investment Management | $26,859 |
INSIGHT INVESTMENTS1 year Filed as: INSIGHT INVESTMENTS LLC Service code 28 611 ANTON BLVD · COSTA MESA, CA 92626 | Investment Management | $26,018 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $18,403 |
VERRILL DANA LLP2+ years Service code 29 201 WASHINGTON STREET · BOSTON, MA 021084407 | Legal | $12,391 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 7.16% | 0.80%+6.4pp | 5.44%+1.7pp | 4.16%+3.0pp |
| Employer contribution / active EE | $747,837 | $37,563+1890.9% | $25,481+2834.9% | $42,916+1642.5% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |