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 |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $312,415 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $299,407 |
BELK STORE SERVICES5+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $256,182 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $220,170 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $198,991 |
CONDENT HR1 year Service code 10 PO BOX 202617 · DALLAS, TX 75320 | Accounting | $65,263 |
BLACKROCK5+ years Service code 28 · EIN 26-4299518 | Investment Management | $50,171 |
SUSAN FLAHERTY5+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE NW · ATLANTA, GA 30342 | Legal | $38,610 |
DEMKIN PRINTING5+ years Service code 50 PO BOX 4054 · WARREN, NJ 07059 | Direct Payment | $18,190 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $13,300 |
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.
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.
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% | $445,290-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 41.08% | 21.83%+19.2pp | 11.97%+29.1pp | 21.83%+19.2pp |
| Employer contribution / active EE | $13 | $12,237-99.9% | $37,298-100.0% | $12,237-99.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $23-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,503-100.0% | $1,551,325-100.0% |