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.
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 FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $489,838 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 200 EAST RANDOLPH ST, SUITE 1500 · CHICAGO, IL 60601 | Investment Management | $392,001 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $212,646 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $117,972 |
Filed as: UBS GLOBAL ASSET MANAGEMENT (AMERIC Service code 28 · EIN 36-3664388 | Investment Management | $63,169 |
Service code 28 · EIN 13-3200244 | Investment Management | $36,389 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $28,740 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $13,670 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $9,500 |
MAZURSKY CONSTANTINE LLC1 year Filed as: MAZURSKY CONSTANTINE, LLC Service code 29 · EIN 27-3547321 | Legal | $6,475 |
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.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.98% | 13.03%+5.0pp | 10.36%+7.6pp | 23.90%-5.9pp |
| Employer contribution / active EE | $35,647 | $15,779+125.9% | $37,738-5.5% | $16,539+115.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |