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 51 | Investment Mgmt Fees | $659,283 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $508,702 |
Filed as: MONDRIAN INVESTMENT GROUP (US) INC. Service code 51 · EIN 20-3583794 | Investment Mgmt Fees | $98,561 |
Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $5,165 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $264,156-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 45.6%-45.6pp | 4.2%-4.2pp |
| Annual return | 6.89% | 10.64%-3.8pp | 4.74%+2.1pp | 10.64%-3.8pp |
| Employer contribution / active EE | $3,322 | $11,561-71.3% | $46,220-92.8% | $11,561-71.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $248-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $12,050-100.0% | $312-100.0% |