Filed July 19, 1991
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 |
|---|---|---|
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $359,593 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 57 · EIN 04-6987758 | Other investment fees and expenses; R... | $126,522 |
MERCATOR ASSET MANAGEMENT, L.P.1+ years Filed as: MERCATOR ASSET MANAGEMENT LP Service code 57 · EIN 02-6126955 | Redemption fees; Other investment fee... | $88,347 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $86,791-100.0% | $115,037-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.4%-69.4pp |
| Annual return | -1.68% | 4.44%-6.1pp | 26.14%-27.8pp | 5.51%-7.2pp |
| Employer contribution / active EE | $28,322 | $2,950+860.2% | $4,608+514.6% | $2,098+1250.0% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |