Filed October 22, 2004
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $115,835 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $91,272 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $73,534 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $39,835 |
FIAM LLC5 years Filed as: FIAM GROUP TRUST FOR EMPLOYEE BENES Service code 28 · EIN 20-4659714 | Investment Management | $39,030 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 28 · EIN 04-2955404 | Investment Management | $22,677 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 | Accounting | $22,050 |
Filed as: BARROW HANLEY Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $13,382 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $11,819 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $3,800 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 0.31% | 10.25%-9.9pp | 8.34%-8.0pp | 8.23%-7.9pp |
| Employer contribution / active EE | $46,667 | $16,685+179.7% | $30,799+51.5% | $13,859+236.7% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |