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 FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $642,125 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $640,163 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $375,333 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $271,068 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $259,058 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $202,801 |
Service code 28 · EIN 30-0016268 | Investment Management | $88,918 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $70,638 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $67,203 |
WASHINGTON GAS & LIGHT CO.6+ years Service code 50 · EIN 53-0162882 | Direct Payment | $5,888 |
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 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 13.35% | 14.11%-0.8pp | 8.35%+5.0pp | 11.45%+1.9pp |
| Employer contribution / active EE | $0 | $29,055-100.0% | $27,010-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |