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 GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 5796 ARMADA DRIVE · CARLSBAD, CA 92008 | Pension Consulting | $527,495 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $168,050 |
US BANK5+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $112,695 |
LOGAN CIRCLE PARTNERS, LP5+ years Filed as: LOGAN CIRCLE PARTNERS Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $101,042 |
Service code 17 · EIN 58-2194059 | Pension Consulting | $70,990 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INTERNATIONAL Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $65,553 |
HARRISON STREET3 years Filed as: HARRISON ST CORE PROP FD LP Service code 51 · EIN 80-0762141 | Investment Mgmt Fees | $54,678 |
CITIBANK5+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $49,811 |
HFC PENSION OVERLAY1 year Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $44,626 |
NUVEEN5+ years Filed as: NUVEEN INVESTMENTS Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $43,469 |
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 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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 12.05% | 11.99%+0.1pp | 10.57%+1.5pp | 12.86%-0.8pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $18,335-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |