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 FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $583,559 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $273,887 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $262,836 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 50 · EIN 52-1868818 | Direct Payment | $233,945 |
BELK STORE SERVICES6+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $158,444 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $86,424 |
CONDENT HR2 years Service code 10 PO BOX 202617 · DALLAS, TX 75320 | Accounting | $58,376 |
SUSAN FLAHERTY6+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE NW · ATLANTA, GA 30342 | Legal | $38,749 |
BLACKROCK6+ years Service code 28 · EIN 26-4299518 | Investment Management | $23,990 |
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 | $0 | $146,045-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 13.30% | 12.86%+0.4pp | 9.55%+3.8pp | 12.86%+0.4pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $39,797-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $130-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |