Filed June 29, 2010 (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 |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $593,264 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $587,083 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $441,028 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $268,676 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $261,875 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $123,393 |
Service code 28 · EIN 30-0016268 | Investment Management | $100,417 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $83,650 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $79,011 |
WASHINGTON GAS & LIGHT CO.5+ years Service code 65 · EIN 53-0162882 | Account Maintenance | $5,279 |
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.
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 28.16% | 20.56%+7.6pp | 13.45%+14.7pp | 53.27%-25.1pp |
| Employer contribution / active EE | $0 | $25,506-100.0% | $26,057-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |