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 MANAGEMENT3+ years Filed as: SANDERSON INTERNATIONAL Service code 27 · EIN 20-0348128 | Advisory (Plan) | $193,987 |
NEPC, LLC3+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $140,626 |
NORTHERN TRUST COMPANY1 year Service code 27 · EIN 36-2723087 | Advisory (Plan) | $102,122 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 27 · EIN 04-2755549 | Advisory (Plan) | $76,939 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $73,816 |
LOOMIS SAYLES3+ years Service code 27 ONE FINANCIAL CENTER - 27TH FLOOR · BOSTON, MA 02111 | Advisory (Plan) | $25,058 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-4994650 | Advisory (Plan) | $8,074 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.28% | 79.68%-65.4pp | 16.78%-2.5pp | 23.90%-9.6pp |
| Employer contribution / active EE | $55 | $21,735-99.7% | $26,328-99.8% | $16,539-99.7% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |