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 |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $387,057 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $368,378 |
Filed as: LEGAL&GENERAL INVESTMENT MANAGEMENT Service code 28 · EIN 20-8058531 | Investment Management | $248,919 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $237,610 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC Service code 17 · EIN 36-3109431 | Pension Consulting | $231,239 |
Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $228,005 |
SOUND SHORE1 year Filed as: SOUND SHORE MANAGEMENT, INC. Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $146,882 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 51 · EIN 82-2740355 | Investment Mgmt Fees | $140,605 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 52 · EIN 22-3368558 | Indirect Investment Fees | $138,852 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $95,227 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 12.17% | 16.36%-4.2pp | 793.01%-780.8pp | 11.45%+0.7pp |
| Employer contribution / active EE | $120,834 | $15,595+674.8% | $27,004+347.5% | $17,219+601.7% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |