Filed July 31, 1995 (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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $1,877,559 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SRVCS,INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $1,695,662 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,010,185 |
DOUBLELINE CAPITAL LP1+ years Filed as: DOUBLINE CAPITAL, LP Service code 28 · EIN 30-0596331 | Investment Management | $894,420 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $779,329 |
STW FIXED INCOME MANAGEMENT, LLC1+ years Filed as: STW FIXED INCOME MANAGEMENT, LTD Service code 28 · EIN 77-0555117 | Investment Management | $624,806 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS, LLC. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $319,807 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 10 · EIN 13-1840454 | Accounting | $166,729 |
JOHNSON CUSTOM STRATEGIES, INC.1+ years Service code 17 · EIN 06-1346175 | Pension Consulting | $77,610 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 | Investment Management | $53,257 |
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.
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 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -1.61% | 1.67%-3.3pp | -2.13%+0.5pp | 1.67%-3.3pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $34,127-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |