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 |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $462,000 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 51 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $435,000 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 14 55 LANCASTER AVE. · RADNOR, PA 19087 | Plan Administrator | $427,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 101 S. HANLEY RD #1700 · CLAYTON, MO 63105 | Investment Mgmt Fees | $405,000 |
EMERALD FUNDS3+ years Filed as: EMERALD ADVISERS Service code 51 · EIN 23-2664857 | Investment Mgmt Fees | $369,000 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $279,000 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $255,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE MANHATTAN BANK Service code 21 · EIN 13-6755490 | Bank Trustee | $200,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $153,000 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $75,000 |
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.
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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.99% | 15.82%+0.2pp | 16.78%-0.8pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |