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 |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 51 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $441,000 |
BLACKROCK4+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $431,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 101 S. HANLEY RD #1700 · CLAYTON, MO 63105 | Investment Mgmt Fees | $402,000 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 14 55 LANCASTER AVE. · RADNOR, PA 19087 | Plan Administrator | $369,000 |
EMERALD FUNDS4+ years Filed as: EMERALD ADVISERS Service code 51 · EIN 23-2664857 | Investment Mgmt Fees | $346,000 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $283,000 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $277,000 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE MANHATTAN BANK Service code 21 · EIN 13-6755490 | Bank Trustee | $199,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $142,000 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $76,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -7.20% | 201.32%-208.5pp | 12.68%-19.9pp | 33.37%-40.6pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |