Filed March 8, 1991
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 9-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,390,947 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $285,001 |
ROCATON INVESTMENT ADVISORS, LLC9+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $253,125 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $219,496 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $115,163 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE ST GLOBAL ADVISORS TRUST CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $31,739 |
NIXON PEABODY LLP3 years Filed as: NIXON PEABODY LLC Service code 29 · EIN 16-0764720 | Legal | $12,396 |
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.
Annual investment return 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.
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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 1.44% | 8.76%-7.3pp | 6.74%-5.3pp | 8.76%-7.3pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $43,780-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $44-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |