Filed December 23, 1992
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 16 · EIN 52-1540171 | Consulting | $1,720,162 |
OXAM QUANT FUND1+ years Service code 28 | Investment Management | $426,932 |
NUMERIC INVESTORS LLC1+ years Service code 28 · EIN 04-3068821 | Investment Management | $422,310 |
ELLINGTON MANAGEMENT GROUP, LLC1+ years Filed as: ELLINGTON MANAGMENT GROUP, LLC Service code 28 · EIN 06-1441140 53 FOREST AVE · OLD GREENWICH, CT 06870 | Investment Management | $298,896 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $294,883 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 | Investment Management | $244,359 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $197,147 |
THE VANGUARD GROUP, INC.1+ years Filed as: BOGLE INVESTMENT MANAGEMENT, LP Service code 28 · EIN 04-3479127 | Investment Management | $162,706 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2767481 | Investment Management | $146,312 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON ASSET MANAGEMENT Service code 28 | Investment Management | $141,563 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 7 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -0.62% | -1.20%+0.6pp | -2.00%+1.4pp | -0.08%-0.5pp |
| Employer contribution / active EE | $4,637 | $5,696-18.6% | $34,470-86.5% | $7,991-42.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |