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 |
|---|---|---|
Service code 11 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Actuarial | $684,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 14 1 LIBERTY STREET · NEW YORK, NY 10006 | Plan Administrator | $462,000 |
BLACKROCK8+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $211,000 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $200,000 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $42,000 |
SCANTEK2 years Service code 36 1100 EASTON RD. · WILLOW GROVE, PA 19090 | Copying and duplicating | $29,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 105 S. HANLEY RD. · CLAYTON, MO 63105 | Investment Mgmt Fees | $27,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $23,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $20,000 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -23.75% | 1.88%-25.6pp | -5.16%-18.6pp | 2.77%-26.5pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |