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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,080,876 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $807,816 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 30-0835489 | Investment Management | $672,030 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-2723087 | Bank Trustee | $449,310 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $436,508 |
ATLANTA CAPITAL MANAGEMENT7+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $433,356 |
WILLIAM BLAIR6 years Filed as: GLOBAL TRUST COMPANY-WILLIAM BLAIR Service code 21 · EIN 27-6331814 | Bank Trustee | $270,719 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $151,474 |
BDO USA, LLP7+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $69,100 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $10,489 |
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 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 5.17% | 19.39%-14.2pp | 36.37%-31.2pp | 19.39%-14.2pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $37,223-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $524-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |