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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,287,837 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $807,661 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 30-0835489 | Investment Management | $661,038 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $418,676 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $316,195 |
WILLIAM BLAIR5 years Filed as: GLOBAL TRUST COMPANY-WILLIAM BLAIR Service code 21 · EIN 27-6331814 | Bank Trustee | $288,791 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-2723087 | Bank Trustee | $230,365 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $149,131 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $69,100 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $45,490 |
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 15.77% | 5230.06%-5214.3pp | 793.01%-777.2pp | 5230.06%-5214.3pp |
| Employer contribution / active EE | $6,268 | $10,491-40.3% | $27,004-76.8% | $10,491-40.3% |
| Participant deferral / active EE | $0 | $460-100.0% | $154-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |