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 |
|---|---|---|
NEPC, LLC6+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $258,543 |
NORTHERN TRUST COMPANY4 years Service code 13 · EIN 36-2723087 | Contract Administrator | $80,987 |
AON CONSULTING3 years Filed as: AON CORPORATION Service code 11 · EIN 36-3051915 | Actuarial | $72,431 |
SANDERSON ASSET MANAGEMENT6+ years Filed as: SANDERSON INTERNATIONAL Service code 27 · EIN 20-0348128 | Advisory (Plan) | $58,105 |
LOOMIS SAYLES6+ years Service code 27 ONE FINANCIAL CENTER - 27TH FLOOR · BOSTON, MA 02111 | Advisory (Plan) | $22,811 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.47% | 13.15%-3.7pp | -2.84%+12.3pp | 11.45%-2.0pp |
| Employer contribution / active EE | $15,709 | $23,714-33.8% | $33,329-52.9% | $17,219-8.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |