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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,055,173 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $621,063 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $592,247 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $325,722 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $313,869 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $276,734 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $137,262 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 11 · EIN 13-5381590 | Actuarial | $67,450 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL Service code 28 · EIN 25-1442865 | Investment Management | $57,874 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN SOLUTIONS FOR BUSINESS Service code 36 · EIN 41-1393684 | Copying and duplicating; Direct payme... | $17,289 |
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 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.12% | 3.11%-3.2pp | -2.90%+2.8pp | 3.11%-3.2pp |
| Employer contribution / active EE | $3,517 | $9,361-62.4% | $27,990-87.4% | $9,361-62.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $137-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |