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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 06-1441140 | Investment Management | $1,670,474 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 16 · EIN 52-1540171 | Consulting | $1,247,137 |
NUMERIC INVESTORS LLC3+ years Service code 28 · EIN 04-3068821 | Investment Management | $1,067,692 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $338,345 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $285,766 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $236,086 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $199,421 |
Filed as: TRUST COMPANY OF THE WEST Service code 27 · EIN 46-5327366 | Advisory (Plan) | $126,766 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $120,530 |
GOLDMAN SACHS3+ years Filed as: 1607 CAPITAL PARTNERS LLC Service code 28 · EIN 26-0529973 | Investment Management | $118,856 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 9.06% | 14.29%-5.2pp | 10.16%-1.1pp | 1057.21%-1048.2pp |
| Employer contribution / active EE | $0 | $6,552-100.0% | $33,192-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |