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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,620,631 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $769,467 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 30-0835489 | Investment Management | $636,886 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $423,096 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $323,087 |
WILLIAM BLAIR4 years Filed as: GLOBAL TRUST COMPANY-WILLIAM BLAIR Service code 21 · EIN 27-6331814 | Bank Trustee | $251,011 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-2723087 | Bank Trustee | $202,844 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $145,996 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $69,100 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $43,891 |
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.
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 | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 21.67% | 1023.85%-1002.2pp | 18.06%+3.6pp | 1023.85%-1002.2pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $30,411-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $40-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |