Filed May 17, 1995 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $513,552 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 200 EAST RANDOLPH ST, SUITE 1500 · CHICAGO, IL 60601 | Investment Management | $483,746 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $254,892 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO, N Service code 21 · EIN 26-4370024 | Bank Trustee | $20,610 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $16,677 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $10,399 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 9.55% | 5.13%+4.4pp | 4.74%+4.8pp | 7.18%+2.4pp |
| Employer contribution / active EE | $15,517 | $14,689+5.6% | $36,089-57.0% | $13,095+18.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |