Filed October 16, 1997 (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 |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $197,873 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Participant communication; Copying an... | $163,692 |
ASSET STRATEGY CONSULTANTS2+ years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $103,584 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $88,514 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $78,593 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $71,822 |
Filed as: CONDUENT HR CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $65,790 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $59,328 |
US BANK2+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $45,221 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $33,491 |
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.
Employer contribution per participant 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.
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 5.72% | 5.03%+0.7pp | 18.87%-13.2pp | 7.18%-1.5pp |
| Employer contribution / active EE | $1,398 | $10,273-86.4% | $19,828-92.9% | $13,095-89.3% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |