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, LLC3+ years Filed as: CONDUENT HR SERVICES LLC Service code 13 · EIN 20-2185976 | Contract Administrator | $932,401 |
ALLIANZ GLOBAL INVESTORS3+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $353,144 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $349,732 |
THIRD POINT LLC2 years Service code 28 390 PARK AVENUE, 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $287,339 |
Filed as: PRUDENTIAL MUTUAL FUND SERVICES LLC Service code 28 P.O. BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $260,843 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 100 FOUNTAIN PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $205,619 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 P.O. BOX 804660 · CHICAGO, IL 60680 | Investment Management | $185,992 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOTT INTERNATIONAL CAPITAL ADV Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $168,302 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $130,009 |
CREDIT SUISSE2 years Filed as: CREDIT SUISSE ASSET MANAGEMENT LLC Service code 28 ONE MADISON AVENUE · NEW YORK, NY 10010 | Investment Management | $120,102 |
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 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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 11.62% | 24.77%-13.1pp | -2.84%+14.5pp | 12.86%-1.2pp |
| Employer contribution / active EE | $470 | $13,270-96.5% | $33,329-98.6% | $13,687-96.6% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |