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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 17 · EIN 36-2235791 | Pension Consulting | $443,447 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2767481 | Investment Management | $443,280 |
AMERICAN REALTY ADVISORS4+ years Filed as: TOTAL AMERICAN SERVICES Service code 49 · EIN 13-3322149 | Other Services | $356,054 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $315,071 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $264,738 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 300 FRANK W BURR BOULEVARD · GLENPOINTE EAST, NJ 07666 | Investment Management | $247,824 |
SOUND SHORE4+ years Service code 28 · EIN 13-2509799 | Investment Management | $247,158 |
Filed as: LEGAL & GENERAL Service code 15 · EIN 20-8058531 | Recordkeeping | $214,948 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 18 · EIN 25-0659306 | Custodial (other than securities); Di... | $197,475 |
Filed as: CENTERSQUARE Service code 28 · EIN 23-2817243 | Investment Management | $185,853 |
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -5.64% | -3.49%-2.1pp | 4.36%-10.0pp | 0.19%-5.8pp |
| Employer contribution / active EE | $48,819 | $17,891+172.9% | $27,383+78.3% | $13,763+254.7% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |