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 |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $383,021 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON, DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $380,350 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 95-4861680 | Investment Management | $268,566 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 35-7085469 | Investment Management | $248,923 |
Service code 28 · EIN 04-2691242 | Investment Management | $239,121 |
US BANK4+ years Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $204,052 |
BLACK & PINCKARD LLC4+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 21 · EIN 94-3112180 | Bank Trustee | $197,596 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $192,121 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $189,657 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $24,134 |
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -3.79% | 39.99%-43.8pp | 4.36%-8.1pp | 33.37%-37.2pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |