Filed January 18, 2001 (most recent of 3 filings on file)
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 |
|---|---|---|
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY SMALL CAP Service code 51 · EIN 30-6406015 | Investment Mgmt Fees | $1,890,029 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $556,147 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 04-3532603 | Investment Mgmt Fees | $539,339 |
RIDGEWORTH8+ years Filed as: SEIX ADVISORS Service code 51 · EIN 13-3673813 | Investment Mgmt Fees | $296,880 |
MERCER8+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $192,649 |
WINSTON & STRAWN LLP5 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $78,864 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $47,280 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INV ADVISERS Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $33,581 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $12,500 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE NATIONAL Service code 24 · EIN 13-4994650 | Discretionary Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,527 | $125,578-8.8% | $86,436+32.5% | $89,394+28.1% |
| Participation rate | 73.0% | 86.1%-13.1pp | 80.3%-7.3pp | 71.3%+1.8pp |
| Annual return | -16.13% | -16.42%+0.3pp | 4394.89%-4411.0pp | -11.89%-4.2pp |
| Employer contribution / active EE | $4,897 | $4,137+18.4% | $3,769+30.0% | $3,022+62.1% |
| Participant deferral / active EE | $9,474 | $9,976-5.0% | $6,952+36.3% | $5,123+84.9% |
| Admin fee / account holder | $106 | $94+12.2% | $6,731-98.4% | $79+33.0% |