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 |
|---|---|---|
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGER Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $200,017 |
Filed as: SILCHESTER INTERNATIONAL Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $161,659 |
Filed as: BANK OF AMERICA Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $153,061 |
ARROWMARK PARTNERS1 year Filed as: ARROWMARK Service code 51 · EIN 39-2068140 100 FILLMORE STREET · DENVER, CO 80206 | Investment Mgmt Fees | $136,568 |
Filed as: JP MORGAN INTERNATIONAL Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $121,167 |
US BANK3+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $117,442 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION RESOURCE GROUP Service code 17 · EIN 58-2194059 | Pension Consulting | $107,832 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $104,553 |
LOGAN CIRCLE PARTNERS, LP3+ years Filed as: LOGAN CIRCLE PARTNERS Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $96,360 |
CITIBANK3+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $78,242 |
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.
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 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% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -1.40% | 8.57%-10.0pp | -0.41%-1.0pp | 33.37%-34.8pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $15,396-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |