Filed December 16, 1997
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 |
|---|---|---|
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 | Actuarial | $104,915 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $99,280 |
AON CONSULTING6 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $82,150 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $77,733 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $62,749 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $53,767 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $48,865 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $23,983 |
GUNN MOWERY, LLC10+ years Service code 23 · EIN 81-0587373 | Direct payment from the plan; Insuran... | $17,327 |
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.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 9.19% | 10.71%-1.5pp | 9.49%-0.3pp | 10.71%-1.5pp |
| Employer contribution / active EE | $7,722 | $14,986-48.5% | $29,215-73.6% | $14,986-48.5% |
| Participant deferral / active EE | $7,099 | $1,686+321.0% | $359+1876.1% | $1,686+321.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |