Filed March 17, 1997
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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $13,729 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $11,606 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON ADVISORS, INC. Service code 28 · EIN 75-2401150 | Investment Management | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
HARBOR2 years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MANAGEMENT, Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 28 51 MADISON AVENUE · NEW YORK, NY 10010 | Investment Management | $0 |
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.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 13.97% | 5.28%+8.7pp | 16.78%-2.8pp | 10.21%+3.8pp |
| Employer contribution / active EE | $68,462 | $35,590+92.4% | $26,328+160.0% | $42,272+62.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |