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 |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $467,000 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 14 55 LANCASTER AVE. · RADNOR, PA 19087 | Plan Administrator | $438,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 101 S. HANLEY RD #1700 · CLAYTON, MO 63105 | Investment Mgmt Fees | $398,000 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 51 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $387,000 |
EMERALD FUNDS5+ years Filed as: EMERALD ADVISERS Service code 51 · EIN 23-2664857 | Investment Mgmt Fees | $300,000 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $274,000 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $240,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE MANHATTAN BANK Service code 21 · EIN 13-6755490 | Bank Trustee | $200,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $141,000 |
THE VANGUARD GROUP, INC.5+ 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.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.07% | 22.40%-1.3pp | 29.77%-8.7pp | 21.83%-0.8pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |