Filed January 28, 1998 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR CONSULTING LLC Service code 16 · EIN 13-2834414 | Consulting | $677,833 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 25 · EIN 13-5160382 | Directed Trustee | $158,740 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $87,823 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT INC. Service code 28 · EIN 36-3109431 | Investment Management | $74,996 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $71,980 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $56,136 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $51,099 |
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS & GILBERT LLC Service code 29 · EIN 13-1504385 | Legal | $46,851 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 19.55% | 12.33%+7.2pp | 8.32%+11.2pp | 17.84%+1.7pp |
| Employer contribution / active EE | $6,861 | $11,641-41.1% | $30,793-77.7% | $14,688-53.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |