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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $448,894 |
FIAM LLC8 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $225,232 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $219,612 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $162,873 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $158,381 |
BPIF NON-TAXABLE LP7 years Service code 28 · EIN 13-3894689 | Investment Management | $109,952 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $106,824 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 27 2200 ROSS AVENUE · DALLAS, TX 75201 | Advisory (Plan) | $92,155 |
WASATCH ADVISORS2 years Filed as: WASATCH ADVISORS LP Service code 28 · EIN 87-0319391 | Investment Management | $60,450 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $56,055 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 2.30% | 9.21%-6.9pp | 8.34%-6.0pp | 8.76%-6.5pp |
| Employer contribution / active EE | $29,991 | $15,607+92.2% | $30,799-2.6% | $16,627+80.4% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |