Filed July 24, 1995
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 |
|---|---|---|
OAK TREE1 year Service code 27 · EIN 98-1179827 | Advisory (Plan) | $1,281,519 |
APAX PARTNERS10+ years Service code 28 · EIN 20-2520354 | Investment Management | $1,004,658 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD CAPITAL Service code 28 227 WEST MONROE STREET · CHICAGO, IL 60606 | Investment Management | $495,283 |
PINEBRIDGE STRUCTURED3 years Filed as: PINEBRIDGE - LIMITED PARTNERSHIP Service code 27 C/O PINEBRIDGE INVESTMENTS LLC · NEW YORK, NY 102822198 | Advisory (Plan) | $483,152 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK Service code 28 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment Management | $220,802 |
Filed as: HANCOCK CO-INVESTMENT PARTNERS L.P. Service code 28 197 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $181,986 |
BREP 101 year Service code 28 · EIN 88-1115270 | Investment Management | $166,959 |
BREP 91 year Service code 28 · EIN 83-2211727 | Investment Management | $124,323 |
ABC ASSOCIATES2 years Filed as: AG ABC STRUCTURED NOTE-LP Service code 27 245 PARK AVENUE · NEW YORK, NY 10167 | Advisory (Plan) | $25,755 |
GS INV PARTNERS1 year Service code 28 · EIN 87-4413655 | Investment Management | $21,681 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.00% | 5.34%-4.3pp | 9.14%-8.1pp | 9.30%-8.3pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,544-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |