Filed December 16, 1994
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 |
|---|---|---|
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $4,239,233 |
LINEA SOLUTIONS4 years Service code 49 · EIN 95-4723968 | Other Services | $2,288,497 |
STATE STREET GLOBAL ADVISORS9 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $2,261,174 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $2,178,863 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE CAPITAL Service code 28 · EIN 30-0596331 | Investment Management | $1,541,377 |
Filed as: JPMCB STRATEGIC PROPERTIES Service code 28 · EIN 13-4994650 | Investment Management | $1,380,248 |
CAREFIRST BLUE CROSS BLUE SHIELD10+ years Service code 23 · EIN 53-0078070 | Insurance services | $1,368,669 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,298,319 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,281,202 |
MERGANSER CAPITAL MANAGEMENT10+ years Service code 28 · EIN 46-3651540 | Investment Management | $1,166,329 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 29 reportable transactions. $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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 11.35% | 9.42%+1.9pp | 44.37%-33.0pp | 9.42%+1.9pp |
| Employer contribution / active EE | $11,930 | $9,497+25.6% | $36,004-66.9% | $9,497+25.6% |
| Participant deferral / active EE | $0 | $388-100.0% | $159-100.0% | $388-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |