Filed May 18, 2001 (most recent of 6 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 |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $582,000 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 64 555 LANCASTER AVE · RADNOR, PA 19087 | Recordkeeping Fees | $495,000 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 51 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $430,000 |
EMERALD FUNDS2+ years Filed as: EMERALD ADVISERS Service code 51 · EIN 23-2664857 | Investment Mgmt Fees | $305,000 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $287,000 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $259,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE MANHATTAN BANK Service code 21 · EIN 13-6755490 | Bank Trustee | $208,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 101 S. HANLEY RD #1700 · CLAYTON, MO 63105 | Investment Mgmt Fees | $177,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $133,000 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $115,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.86% | 6.04%-0.2pp | 5.44%+0.4pp | 9.19%-3.3pp |
| Employer contribution / active EE | $57,176 | $12,925+342.4% | $25,481+124.4% | $12,608+353.5% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |