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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $674,074 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $332,289 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $161,226 |
BENXL TECHNOLOGIES, INC2+ years Filed as: BENXL TECHNOLOGIES Service code 15 · EIN 23-2694597 | Recordkeeping | $142,345 |
TROUTMAN SANDERS LLP2+ years Service code 29 · EIN 58-0946915 | Legal | $106,886 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $84,303 |
BLACKROCK1 year Filed as: BLACKROCK MSCI ACWI Service code 28 · EIN 45-1743707 | Investment Management | $72,071 |
LOGAN CIRCLE PARTNERS, LP2+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $51,850 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $21,300 |
IR&M1 year Service code 28 · EIN 37-6567224 | Investment Management | $12,994 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 3.97% | 17.94%-14.0pp | 5.44%-1.5pp | 7.18%-3.2pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |