Filed December 13, 2001
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 |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $274,716 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $62,832 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $62,228 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $55,583 |
NORTON ROSE FULBRIGHT2+ years Service code 29 · EIN 74-1201087 | Legal | $48,749 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2767481 | Investment Management | $40,354 |
Filed as: CENTERSQUARE Service code 28 · EIN 23-2817243 | Investment Management | $31,010 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $30,904 |
SOUND SHORE2+ years Service code 28 · EIN 13-2509799 | Investment Management | $30,628 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $20,875 |
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 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 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | 567.04% | 9.19%+557.9pp | 4.64%+562.4pp | 9.19%+557.9pp |
| Employer contribution / active EE | $4,847 | $12,608-61.6% | $35,349-86.3% | $12,608-61.6% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |