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 GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 | Pension Consulting | $527,659 |
Service code 13 · EIN 58-2194059 | Contract Administrator | $191,728 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $123,228 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $122,516 |
Filed as: METLIFE INVESTMENT MANAGEMENT HOLDI Service code 51 · EIN 81-2405817 | Investment Mgmt Fees | $89,198 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $52,895 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $48,844 |
Filed as: PEG MANAGEMENT Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $47,048 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $41,304 |
ABGLOBAL CORE EQUITY SERIES2 years Service code 51 · EIN 85-2758350 | Investment Mgmt Fees | $37,862 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 0.12% | 8.26%-8.1pp | 9.51%-9.4pp | 9.11%-9.0pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |