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 FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,876,623 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,651,554 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $834,800 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $444,495 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 | Investment Management | $436,241 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $280,028 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $271,467 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $123,635 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $110,793 |
HS2 SOLUTIONS1+ years Filed as: HS2 SOLUTIONS, INC. Service code 17 · EIN 35-2212436 | Pension Consulting | $30,975 |
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.
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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 13.45% | 9.19%+4.3pp | 3.99%+9.5pp | 9.19%+4.3pp |
| Employer contribution / active EE | $9,171 | $12,608-27.3% | $38,279-76.0% | $12,608-27.3% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |