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 7-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 SERVICES Service code 13 · EIN 04-3609848 | Contract Administrator | $331,197 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $145,175 |
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $93,338 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $87,674 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $63,793 |
COMERICA BANK3 years Filed as: COMERICA Service code 28 · EIN 45-6721988 | Investment Management | $57,652 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $53,005 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $21,750 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 6.99% | 5.48%+1.5pp | 9.84%-2.8pp | 9.30%-2.3pp |
| Employer contribution / active EE | $9,106 | $9,127-0.2% | $30,320-70.0% | $12,557-27.5% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |