Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $516,908 |
LCG ASSOCIATES, INC.10+ years Service code 16 · EIN 75-1680350 | Consulting | $450,816 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $354,137 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-6052285 | Investment Management | $289,513 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ASSOCIATES, LLC Service code 16 · EIN 36-2235791 | Consulting | $173,550 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICE Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $165,320 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $76,243 |
THE BANK OF NEW YORK MELLON10+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 24-1442864 | Investment Management | $60,327 |
DUQUESNE LIGHT COMPANY10+ years Service code 99 · EIN 25-0451600 | Other Fees | $49,630 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LGIMA US CREDIT FUND LLC Service code 28 · EIN 80-0969802 | Investment Management | $47,483 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.64% | 3.60%+1.0pp | 4.95%-0.3pp | 8.76%-4.1pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |