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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $489,000 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $466,000 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 14 55 LANCASTER AVE · RADNOR, PA 19087 | Plan Administrator | $441,000 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 51 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $360,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 105 S. HANLEY RD., #1700 · CLAYTON, MO 63105 | Investment Mgmt Fees | $352,000 |
EMERALD FUNDS6+ years Filed as: EMERALD ADVISERS Service code 51 · EIN 23-2664857 | Investment Mgmt Fees | $302,000 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $291,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE MANHATTAN BANK Service code 21 · EIN 13-6755490 | Bank Trustee | $200,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $138,000 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $69,000 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 15.15% | 24.77%-9.6pp | -2.84%+18.0pp | 12.86%+2.3pp |
| Employer contribution / active EE | $3,786 | $13,270-71.5% | $33,329-88.6% | $13,687-72.3% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |