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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $451,883 |
FIAM LLC7 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $209,760 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $207,816 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $156,670 |
NEPC, LLC5 years Service code 17 · EIN 26-1429809 | Pension Consulting | $153,768 |
INCOME RESEARCH & MANAGEMENT9+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $102,670 |
BPIF NON-TAXABLE LP6 years Service code 28 · EIN 13-3894689 | Investment Management | $99,508 |
T ROWE PRICE RPS INC9+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $63,195 |
Filed as: BORROW HANLEY GLOBAL INVESTORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $57,915 |
VICTORY4 years Filed as: VICTORY CAPITAL (GTC) Service code 28 · EIN 26-3761443 | Investment Management | $55,140 |
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.
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.1%-16.1pp | 2.2%-2.2pp |
| Annual return | 10.03% | 9.11%+0.9pp | 9.36%+0.7pp | 9.11%+0.9pp |
| Employer contribution / active EE | $26,100 | $12,231+113.4% | $31,270-16.5% | $12,231+113.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |