Filed December 28, 1998 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 28 · EIN 04-2691242 | Investment Management | $387,019 |
WELLINGTON TRUST COMPANY1 year Filed as: RWELLINGTON TRUST COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $386,309 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 95-4861680 | Investment Management | $377,040 |
Filed as: TOWERS WATSON, DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $337,125 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $311,184 |
US BANK3+ years Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $206,882 |
BLACK & PINCKARD LLC3+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 21 · EIN 94-3112180 | Bank Trustee | $110,158 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,901 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $39,399 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $24,578 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 8.83% | 35.86%-27.0pp | 10.53%-1.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $61,444 | $23,588+160.5% | $29,360+109.3% | $14,688+318.3% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |