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 GROUP4 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 | Pension Consulting | $704,919 |
Service code 17 · EIN 58-2194059 | Pension Consulting | $171,697 |
Filed as: METLIFE INVESTMENT MANAGEMENT HLDGS Service code 51 · EIN 82-2405817 | Investment Mgmt Fees | $167,394 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $130,114 |
US BANK7+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $124,226 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $107,799 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $77,672 |
Service code 51 · EIN 85-2758350 | Investment Mgmt Fees | $69,337 |
Filed as: PEG Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $69,007 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $49,612 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -23.12% | -18.55%-4.6pp | -2.63%-20.5pp | 23.41%-46.5pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,884-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |