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 |
|---|---|---|
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $345,410 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $286,865 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO &CO. LLC Service code 51 | Investment Mgmt Fees | $96,975 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP (US) INC. Service code 51 · EIN 20-3583794 | Investment Mgmt Fees | $12,500 |
Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $0 |
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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -9.29% | -1.84%-7.4pp | -61.72%+52.4pp | 33.37%-42.7pp |
| Employer contribution / active EE | $57,102 | $20,811+174.4% | $47,703+19.7% | $11,253+407.4% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |