Filed January 30, 1991
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 4-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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $958,558 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $446,981 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $206,866 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $165,000 |
BENXL TECHNOLOGIES, INC1+ years Filed as: BENXL TECHNOLOGIES Service code 15 · EIN 23-2694597 | Recordkeeping | $132,624 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $105,069 |
TROUTMAN SANDERS LLP1+ years Service code 29 · EIN 58-0946915 | Legal | $83,493 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $44,016 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MGMT. Service code 27 · EIN 36-3664388 | Advisory (Plan) | $21,669 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 28 · EIN 13-3040307 | Investment Management | $21,164 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -3.37% | -0.43%-2.9pp | -3.43%+0.1pp | -0.60%-2.8pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |