Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $400,699 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $286,448 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $88,913 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN INVSTMT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $32,045 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $27,656 |
CF TS&W INTERNATIONAL1 year Service code 28 · EIN 38-3867901 | Investment Management | $17,122 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $14,250 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 14.68% | 7.54%+7.1pp | 21681.50%-21666.8pp | 11.45%+3.2pp |
| Employer contribution / active EE | $0 | $16,158-100.0% | $87,430-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |