Filed September 21, 2001 (most recent of 3 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 |
|---|---|---|
PIMCO FUNDS11+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,320,568 |
LOOMIS SAYLES7 years Service code 28 · EIN 04-3200030 | Investment Management | $514,643 |
Filed as: NISA INVESTMENT ADVISORS L.L.C Service code 28 · EIN 48-1140940 | Investment Management | $505,478 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $492,233 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $414,000 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $359,036 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $128,897 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $56,108 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $46,620 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $45,305 |
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.
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 | $440,923-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 7.76% | 9.22%-1.5pp | 8.94%-1.2pp | 9.22%-1.5pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $36,999-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $1-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $2,072-100.0% | - |