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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE TRUST CO Service code 21 · EIN 52-1309931 | Bank Trustee | $464,876 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL&GENERAL INVESTMENT MANAGEMENT Service code 28 · EIN 20-8058531 | Investment Management | $266,679 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 · EIN 82-0983489 | Investment Management | $194,786 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $187,500 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $136,904 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 51 · EIN 82-2740355 | Investment Mgmt Fees | $99,358 |
GOLDMAN SACHS8+ years Service code 28 · EIN 13-3575636 | Investment Management | $72,824 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $47,500 |
Service code 13 · EIN 06-6033492 | Contract Administrator | $7,403 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -18.44% | -11.26%-7.2pp | -4.80%-13.6pp | 2.77%-21.2pp |
| Employer contribution / active EE | $129,875 | $17,131+658.1% | $30,897+320.3% | $15,262+751.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |