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, LLC5+ years Filed as: CONDUENT HR SERVICES LLC Service code 13 · EIN 20-2185976 | Contract Administrator | $938,392 |
COLUMBIA5+ years Filed as: COLUMBIA WANGER ASSET MGMT LLC Service code 28 · EIN 04-3519872 | Investment Management | $420,722 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $414,413 |
ALLIANZ GLOBAL INVESTORS5+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $405,609 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 23-1159360 | Actuarial | $192,103 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 19482 | Investment Management | $119,343 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $57,750 |
HOLLAND & KNIGHT1 year Service code 10 · EIN 59-0663819 | Accounting | $52,236 |
BLACKROCK5+ years Filed as: ISHARES Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $51,249 |
Filed as: PRUDENTIAL MUTUAL FUND SERVICES LLC Service code 28 P.O. BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $41,321 |
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.
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -15.07% | 87.23%-102.3pp | -5.16%-9.9pp | 23.41%-38.5pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |