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 FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,491,074 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS INC. Service code 15 · EIN 86-1061233 | Recordkeeping | $842,795 |
Filed as: WALTER SCOTT AND PARTNERS Service code 19 · EIN 98-0465834 | Securities Custodian | $578,579 |
LOOMIS SAYLES1 year Service code 28 · EIN 20-8080381 | Investment Management | $516,479 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $507,847 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $428,113 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $161,529 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 15 · EIN 22-2232264 | Recordkeeping | $151,103 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $61,580 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $11,378 |
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 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 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 24.43% | 21.83%+2.6pp | 239.57%-215.1pp | 21.83%+2.6pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $43,837-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |