Filed October 24, 1997 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCATOR ASSET MANAGEMENT, L.P.1+ years Filed as: MERCATOR ASSET MANAGEMENT Service code 27 · EIN 02-6126955 | Advisory (Plan) | $22,788 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $0 |
FIRST PACIFIC ADVISORS, LLC1+ years Service code 28 · EIN 95-2632339 11601 WILSHIRE BLVD., SUITE 1200 · LOS ANGELES, CA 90025 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 36-3145972 | Investment Management | $0 |
STRALEM AND COMPANY1+ years Filed as: STRALEM & COMPANY INCORPORATED Service code 28 645 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON FUNDS MANAGEMENT CORPORA Service code 28 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
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Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -1.72% | -0.85%-0.9pp | -1.08%-0.6pp | -7.14%+5.4pp |
| Employer contribution / active EE | $650 | $14,391-95.5% | $35,779-98.2% | $14,613-95.5% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |