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 | $511,235 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $343,000 |
Filed as: MONDRIAN INVESTMENT GROUP (US) INC. Service code 51 · EIN 20-3583794 | Investment Mgmt Fees | $72,842 |
Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $4,152 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 10.76% | 9.19%+1.6pp | 4.74%+6.0pp | 9.19%+1.6pp |
| Employer contribution / active EE | $43,461 | $12,608+244.7% | $46,220-6.0% | $12,608+244.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |