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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR LLC Service code 11 · EIN 13-3954297 | Actuarial | $816,797 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS LLP Service code 11 · EIN 41-0371070 | Actuarial | $739,667 |
COMERICA BANK2 years Filed as: COMERICA BANK LTD Service code 11 · EIN 45-6721988 | Actuarial | $719,532 |
Filed as: CAMBRIDGE ASSOCIATES Service code 11 · EIN 04-3515240 | Actuarial | $695,296 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH LLP Service code 11 · EIN 04-2955404 | Actuarial | $540,023 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE Service code 11 · EIN 13-4994650 | Actuarial | $386,308 |
Filed as: HARDMAN KOGNSTON Service code 11 · EIN 13-3257590 | Actuarial | $379,444 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 11 · EIN 11-2517083 | Actuarial | $354,152 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $308,313 |
Filed as: SILCHESTER Service code 11 · EIN 36-7045783 | Actuarial | $289,734 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 8.07% | 35.98%-27.9pp | 10.75%-2.7pp | 15.63%-7.6pp |
| Employer contribution / active EE | $2,090 | $8,396-75.1% | $35,162-94.1% | $11,476-81.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |