Filed January 28, 2002 (most recent of 4 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 |
|---|---|---|
QUANTUM ENERGY4+ years Service code 28 · EIN 46-5446698 | Investment Management | $1,325,598 |
ANGELO GORDON4+ years Service code 28 · EIN 51-0434947 | Investment Management | $1,319,501 |
PIMCO FUNDS3+ years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $645,548 |
CERBERUS4+ years Service code 28 · EIN 58-2672907 | Investment Management | $535,325 |
PIMCO FUNDS3+ years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $511,704 |
DUNE RE4+ years Service code 28 · EIN 80-0881180 | Investment Management | $476,934 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 25 · EIN 53-0181291 | Directed Trustee | $450,427 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $437,566 |
CVC FUND VI4+ years Service code 28 · EIN 98-1115863 | Investment Management | $426,636 |
EIG4+ years Service code 28 · EIN 46-2825629 | Investment Management | $390,255 |
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% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -3.52% | -2.85%-0.7pp | -3.29%-0.2pp | 33.37%-36.9pp |
| Employer contribution / active EE | $24,945 | $7,024+255.2% | $36,762-32.1% | $11,253+121.7% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |