Filed January 18, 1996
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 7-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC7+ years Filed as: CONDUENT HR SERVICES LLC Service code 13 · EIN 20-2185976 | Contract Administrator | $875,732 |
COLUMBIA7+ years Filed as: COLUMBIA WANGER ASSET MGMT LLC Service code 28 · EIN 04-3519872 | Investment Management | $655,128 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 23-1159360 | Actuarial | $430,312 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $312,778 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 19482 | Investment Management | $64,223 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 17 · EIN 25-0921018 | Pension Consulting | $50,000 |
Filed as: FIDELITY INV MM GOVERMENT FUND Service code 28 | Investment Management | $47,781 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND AND KNIGHT LLP Service code 17 · EIN 59-0663819 | Pension Consulting | $44,383 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $41,626 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 17 · EIN 81-4017137 | Pension Consulting | $37,500 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.78% | 10.00%-5.2pp | 5.17%-0.4pp | 9.30%-4.5pp |
| Employer contribution / active EE | $6 | $10,363-99.9% | $26,422-100.0% | $12,557-99.9% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |