Filed December 29, 1993 (most recent of 2 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE INC Service code 12 · EIN 53-0181291 | Contract Administrator; Claims proces... | $7,924,362 |
Service code 28 · EIN 48-1140940 | Investment Management | $2,054,937 |
Filed as: BLUE OWL GPSC ADVISORS LLC Service code 28 · EIN 98-1390988 | Investment Management | $2,053,101 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $1,665,410 |
PGIM INVESTMENTS1 year Filed as: PGIM FIXED INCOME Service code 28 · EIN 22-2540245 | Investment Management | $1,313,451 |
PINEBRIDGE STRUCTURED10+ years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 28 · EIN 06-1078320 | Investment Management | $1,023,306 |
FIAM LLC1 year Service code 28 · EIN 20-1733361 | Investment Management | $917,982 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $911,613 |
DOUBLELINE CAPITAL LP8 years Service code 28 · EIN 27-3161422 | Investment Management | $892,505 |
GLOBAL INFRASTRUCTURE PARTNERS10+ years Service code 28 · EIN 20-5504170 | Investment Management | $770,635 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 2.01% | 8.85%-6.8pp | 3.48%-1.5pp | 8.85%-6.8pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $31,780-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $83-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |