Filed February 27, 2003
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 |
|---|---|---|
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGER Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $178,185 |
SOUND SHORE2+ years Filed as: SOUND SHORE MANAGEMENT Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $150,713 |
Filed as: SILCHESTER INTERNATIONAL Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $147,381 |
WASATCH ADVISORS2+ years Filed as: WASATCH ADVISORS INC. Service code 51 · EIN 87-0319391 | Investment Mgmt Fees | $135,582 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION RESOURCE GROUP Service code 17 · EIN 58-2194059 | Pension Consulting | $124,576 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN PRIVATE EQUITY Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $124,527 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $121,899 |
US BANK2+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $110,415 |
CITIBANK2+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $76,261 |
LOGAN CIRCLE PARTNERS, LP2+ years Filed as: LOGAN CIRCLE PARTNERS Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $74,923 |
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 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 14.75% | 13.43%+1.3pp | 337.46%-322.7pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,289 | $21,964-94.1% | $20,191-93.6% | $14,688-91.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |