Filed November 4, 1994 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AEGON USA INVESTEMENT MANAGEMENT, L Service code 28 · EIN 42-1484983 | Investment Management | $99,000 |
CALLAN LLC3 years Service code 17 · EIN 94-2192581 | Pension Consulting | $91,000 |
Filed as: METLIFE INVESTMENT MGMT HOLDINGS, L Service code 28 · EIN 82-2405817 | Investment Management | $85,000 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $33,000 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $28,000 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $13,000 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $13,000 |
Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $12,000 |
TALANCE GROUP, LP1 year Filed as: THE TALANCE GROUP, LO Service code 10 · EIN 26-1775982 | Accounting | $10,000 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -21.03% | 1712.70%-1733.7pp | 179.55%-200.6pp | 39.77%-60.8pp |
| Employer contribution / active EE | $0 | $36,508-100.0% | $24,917-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |