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 INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 04-2452803 | Securities Custodian | $1,684,247 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $449,355 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $146,580 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $123,512 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 20-2185976 | Recordkeeping | $17,167 |
MEADEN & MOORE, LTD.2+ years Service code 10 · EIN 34-1818258 | Accounting | $10,800 |
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.
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 | $14,849-100.0% | - | $14,849-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | - | 73.1%-73.1pp |
| Annual return | 8.33% | 4.15%+4.2pp | 1.57%+6.8pp | 4.15%+4.2pp |
| Employer contribution / active EE | $7,183 | $6,717+6.9% | $4,402+63.2% | $6,717+6.9% |
| Participant deferral / active EE | $0 | $1,059-100.0% | $685-100.0% | $1,059-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |