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, LLC1+ years Filed as: CONDUENT HR SERVICES LLC Service code 13 · EIN 20-2185976 | Contract Administrator | $549,404 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $418,700 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $396,783 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $251,998 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 100 FOUNTAIN PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $228,045 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 P.O. BOX 804660 · CHICAGO, IL 60680 | Investment Management | $215,186 |
BLACKROCK1+ years Filed as: ISHARES Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $184,180 |
Filed as: PRUDENTIAL MUTUAL FUND SERVICES LLC Service code 28 P.O. BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $174,017 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $137,905 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $134,059 |
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.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.37% | 201.32%-207.7pp | 12.68%-19.0pp | 33.37%-39.7pp |
| Employer contribution / active EE | $7,048 | $10,877-35.2% | $22,860-69.2% | $11,253-37.4% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |