Filed July 31, 1989
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 |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 04-2452803 | Securities Custodian | $1,629,001 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $343,047 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $78,491 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1115936 | Actuarial | $62,822 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 20-2185976 | Recordkeeping | $54,585 |
MEADEN & MOORE, LTD.1+ years Service code 10 · EIN 34-1818258 | Accounting | $13,800 |
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 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 | $0 | $80,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | -0.72% | -0.76%0pp | -0.53%-0.2pp | -0.76%0pp |
| Employer contribution / active EE | $0 | $3,556-100.0% | $5,256-100.0% | $3,556-100.0% |
| Participant deferral / active EE | $0 | $0 | $6,898-100.0% | $0 |
| Admin fee / account holder | $0 | $0 | $11,969-100.0% | - |