Filed January 29, 1998
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,047,978 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 30-0835489 | Investment Management | $711,522 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $706,063 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $611,783 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $371,899 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $299,066 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $167,623 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $63,500 |
WILLIAM BLAIR2 years Service code 21 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Bank Trustee | $60,072 |
BUTZEL LONG10+ years Service code 29 · EIN 38-2384883 | Legal | $14,200 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.21% | 8.48%-8.7pp | 6.78%-7.0pp | 8.48%-8.7pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $25,154-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $47-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |