Filed April 19, 1996
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 |
|---|---|---|
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON INTERNATIONAL Service code 27 · EIN 20-0348128 | Advisory (Plan) | $160,203 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $136,676 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 27 · EIN 04-2755549 | Advisory (Plan) | $111,517 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $74,733 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-4994650 | Advisory (Plan) | $39,436 |
LOOMIS SAYLES2+ years Service code 27 ONE FINANCIAL CENTER - 27TH FLOOR · BOSTON, MA 02111 | Advisory (Plan) | $27,344 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 5.07% | 17.94%-12.9pp | 5.44%-0.4pp | 7.18%-2.1pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |