Filed August 14, 2003
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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 11 · EIN 04-3515240 | Actuarial | $812,515 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR LLC Service code 11 · EIN 13-3954297 | Actuarial | $633,098 |
Filed as: GENESIS LLP Service code 11 · EIN 41-0371070 | Actuarial | $447,078 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 11 · EIN 52-2252204 | Actuarial | $423,840 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $315,196 |
Filed as: INCOME RESEARCH LLP Service code 11 · EIN 04-2955404 | Actuarial | $287,268 |
Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT L Service code 11 · EIN 11-3238890 | Actuarial | $164,725 |
Filed as: SILCHESTER Service code 11 · EIN 36-7045783 | Actuarial | $143,864 |
Filed as: HS MANAGEMENT PARTNERS Service code 11 · EIN 26-0335469 | Actuarial | $112,714 |
Filed as: EAGLE CAPITAL MANAGEMENT PARTNERS L Service code 11 · EIN 22-3361201 | Actuarial | $99,113 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.62% | 12.77%-0.2pp | 90.60%-78.0pp | 12.86%-0.2pp |
| Employer contribution / active EE | $6,629 | $8,963-26.0% | $32,727-79.7% | $13,687-51.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |