Filed April 28, 1997
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 |
|---|---|---|
HEWITT ASSOCIATES LLC8 years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $317,431 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $299,411 |
NEPC, LLC8 years Service code 17 · EIN 26-1429809 | Pension Consulting | $218,898 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $147,397 |
Filed as: MONROE CAPITAL MANAGEMENT ADVISORS, Service code 52 · EIN 20-8524328 | Indirect Investment Fees | $139,379 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $52,852 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $37,791 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $29,217 |
XPONANCE, INC.5 years Service code 28 · EIN 20-2103144 | Investment Management | $14,878 |
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.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.90% | 5.34%-3.4pp | 9.14%-7.2pp | 9.30%-7.4pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,544-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |