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, LLC2 years Filed as: CONDUENT HR LLC Service code 11 · EIN 13-3954297 | Actuarial | $237,469 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 18 · EIN 13-4994650 | Custodial (securities); Custodial (ot... | $160,659 |
BUCK GLOBAL, LLC3 years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $160,235 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS LLP Service code 11 · EIN 41-0371070 | Actuarial | $116,659 |
Filed as: INCOME RESEARCH LLP Service code 11 · EIN 04-2955404 | Actuarial | $86,203 |
COMERICA BANK1 year Filed as: COMERICA BANK LTD Service code 11 · EIN 45-6721988 | Actuarial | $78,782 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 11 · EIN 04-3515240 | Actuarial | $71,370 |
Filed as: HARDMAN JOHNSTON Service code 11 · EIN 13-3257590 | Actuarial | $32,692 |
Filed as: BNY MELLON Service code 11 · EIN 13-5160382 | Actuarial | $27,690 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,500 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 8.38% | 9.72%-1.3pp | 10.75%-2.4pp | 13.24%-4.9pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,162-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |