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 |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $280,871 |
BELK STORE SERVICES8+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $226,763 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $184,236 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 50 · EIN 52-1868818 | Direct Payment | $183,049 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $175,293 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $174,728 |
BLACKROCK8+ years Service code 28 · EIN 26-4299518 | Investment Management | $44,480 |
CONDENT HR4 years Service code 10 PO BOX 202617 · DALLAS, TX 75320 | Accounting | $42,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,291 |
SUSAN FLAHERTY8+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE NW · ATLANTA, GA 30342 | Legal | $24,898 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $220,504-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -26.85% | 2.77%-29.6pp | -9.09%-17.8pp | 2.77%-29.6pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $36,696-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $63-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,802-100.0% | $1,015-100.0% |