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 | $360,275 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $286,865 |
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $261,944 |
Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $223,426 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP (US) INC. Service code 51 · EIN 20-3583794 | Investment Mgmt Fees | $5,000 |
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.
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | -37.91% | 9.56%-47.5pp | 14.41%-52.3pp | 17.84%-55.7pp |
| Employer contribution / active EE | $48,116 | $24,624+95.4% | $45,283+6.3% | $14,688+227.6% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |