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, LLC4 years Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $287,940 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 50 · EIN 52-1868818 | Direct Payment | $264,296 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $204,080 |
INCOME RESEARCH & MANAGEMENT9+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $164,601 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 14 · EIN 56-6113694 | Plan Administrator | $113,394 |
BELK STORE SERVICES9+ years Service code 14 · EIN 56-0616731 | Plan Administrator | $111,492 |
CONDENT HR5 years Service code 10 PO BOX 202617 · DALLAS, TX 75320 | Accounting | $42,000 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $22,750 |
BLACKROCK9+ years Service code 28 · EIN 26-4299518 | Investment Management | $18,524 |
SUSAN FLAHERTY9+ years Filed as: SUSAN REISNER Service code 29 81 PUTNAM DRIVE NW · ATLANTA, GA 30342 | Legal | $8,761 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $108,968-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 19.78% | 37.74%-18.0pp | 9.63%+10.2pp | 37.74%-18.0pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $33,327-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $45-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $596-100.0% | $9,287-100.0% |