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 |
|---|---|---|
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 5796 ARMADA DRIVE · CARLSBAD, CA 92008 | Pension Consulting | $432,973 |
Service code 17 · EIN 58-2194059 | Pension Consulting | $178,078 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $161,128 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INTERNATIONAL Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $124,029 |
US BANK4+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $117,117 |
CITIBANK4+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $111,969 |
CALLAN LLC1 year Filed as: NWQ INVESTMENT MGMT Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $99,163 |
ARROWMARK PARTNERS2 years Filed as: ARROWMARK Service code 51 · EIN 39-2068140 | Investment Mgmt Fees | $95,301 |
Filed as: SILCHESTER INTERNATIONAL Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $86,177 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $71,564 |
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 17.34% | 16.64%+0.7pp | -100.31%+117.6pp | 21.83%-4.5pp |
| Employer contribution / active EE | $0 | $7,557-100.0% | $18,686-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |