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 LLC3+ years Service code 28 · EIN 01-0614895 | Investment Management | $214,380 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Participant communication; Direct pay... | $163,352 |
ASSET STRATEGY CONSULTANTS3+ years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $108,056 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $85,059 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $81,918 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $76,118 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $75,818 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $74,654 |
US BANK3+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $47,559 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $34,507 |
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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 14.30% | 11.50%+2.8pp | 337.46%-323.2pp | 23.90%-9.6pp |
| Employer contribution / active EE | $1,565 | $12,608-87.6% | $20,191-92.2% | $16,539-90.5% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |