Filed December 7, 2001 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $434,156 |
NEPC, LLC10+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $236,025 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 27 · EIN 53-0181291 | Advisory (Plan) | $125,620 |
PGIM INVESTMENTS7 years Filed as: JENNISON GLOBAL OPPORTUNITY FUND Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $120,517 |
JOHNSTON ASSET MANAGEMENT4 years Filed as: JOHNSTON INTERNATIONAL EQUITY GROUP Service code 51 · EIN 26-6493485 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Mgmt Fees | $118,863 |
Filed as: KEY BANK NATL ASSOC (IAS TRUSTEE) Service code 19 · EIN 34-0797057 | Securities Custodian | $107,985 |
Filed as: HOTCHKIS & WILEY CAP MGMT LLC Service code 51 601 SOUTH FIGUEROA STREET, 39TH FL · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $96,414 |
LINDSELL TRAIN LIMITED3 years Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 51 · EIN 35-2496423 | Investment Mgmt Fees | $84,416 |
Filed as: PARAMETRIC Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $58,464 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 51 · EIN 27-4520291 | Investment Mgmt Fees | $47,817 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 4.77% | 8.48%-3.7pp | 9.84%-5.1pp | 8.48%-3.7pp |
| Employer contribution / active EE | $17,735 | $9,949+78.3% | $30,320-41.5% | $9,949+78.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |