Filed September 16, 1992
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 7-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $864,787 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $557,690 |
LINDSELL TRAIN LIMITED8 years Filed as: LINDSELL TRAIN LTD Service code 28 · EIN 98-1104976 | Investment Management | $300,576 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $264,471 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 28 · EIN 26-0676603 | Investment Management | $193,656 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $121,783 |
MERCER1 year Service code 28 · EIN 61-0736136 | Investment Management | $105,485 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $67,895 |
Filed as: FIDUCIARY TRUST Service code 28 · EIN 80-0733663 | Investment Management | $57,298 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES AND COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $45,499 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 11.80% | 8.48%+3.3pp | 5.17%+6.6pp | 8.48%+3.3pp |
| Employer contribution / active EE | $4,488 | $9,949-54.9% | $26,422-83.0% | $9,949-54.9% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |