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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL&GENERAL INVESTMENT MANAGEMENT Service code 28 · EIN 20-8058531 | Investment Management | $266,922 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE TRUST CO Service code 21 · EIN 52-1309931 | Bank Trustee | $204,743 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 81-7106025 | Pension Consulting | $166,824 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $96,043 |
INSIGHT NORTH AMERICA LLC3 years Service code 28 · EIN 82-0983489 | Investment Management | $35,752 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $33,253 |
AETNA LIFE INSURANCE COMPANY2 years Service code 13 · EIN 06-6033492 | Contract Administrator | $7,281 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services | $6,193 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 3.99% | 20.09%-16.1pp | 15.31%-11.3pp | 37.74%-33.8pp |
| Employer contribution / active EE | $120,246 | $15,382+681.7% | $28,686+319.2% | $15,781+661.9% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |