Filed December 18, 1997 (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 FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $376,992 |
BLACKROCK9 years Service code 28 · EIN 94-3112180 | Investment Management | $138,089 |
Service code 11 · EIN 53-0181291 | Actuarial | $57,957 |
Filed as: BNY MELLON Service code 21 · EIN 13-2614959 | Bank Trustee | $52,359 |
DOMINION ENERGY SVCS INC3 years Filed as: DOMINION ENERGY SVCS, INC Service code 14 · EIN 54-1229715 | Plan Administrator | $39,901 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $32,710 |
MSCI1 year Filed as: MSCI, INC. Service code 28 · EIN 13-4038723 | Investment Management | $11,467 |
Filed as: MORGAN STANLEY AND CO., LLC, NEW YO Service code 33 · EIN 13-2655998 | Securities brokerage; Other commissions | $6,832 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.59% | 18.61%-11.0pp | 4.95%+2.6pp | 9.30%-1.7pp |
| Employer contribution / active EE | $11,093 | $11,871-6.6% | $20,917-47.0% | $12,557-11.7% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |