Filed March 4, 2002 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $304,772 |
BELK STORE SERVICES1+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $283,179 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $282,252 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $262,884 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $258,401 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $241,669 |
SUSAN FLAHERTY1+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE, NW · ATLANTA, GA 30342 | Legal | $167,733 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 10 P.O. BOX 202617 · DALLAS, TX 753202617 | Accounting | $127,559 |
BLACKROCK1+ years Service code 28 · EIN 26-4299518 | Investment Management | $73,549 |
Filed as: INSTITUTIONAL CAPITAL Service code 28 · EIN 36-3797034 | Investment Management | $44,654 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $154,906-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.1%-21.1pp | 0.0%0pp |
| Annual return | -1.30% | 1.67%-3.0pp | -0.22%-1.1pp | 1.67%-3.0pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $35,165-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $80-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $4,675-100.0% | $66,276-100.0% |